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China’s early 2025 export curbs are reshaping global fertilizer flows into 2026, forcing shippers to rethink routes, sourcing and inventory. The ripple effects touch every corner of the supply chain, from African farms to European ports.

The U.S. administration has temporarily halted customs duties on Moroccan phosphate, a key raw material for fertilizers. This move reshapes import flows, sourcing decisions, and logistics planning for agribusinesses worldwide, with ripple effects across the global phosphate market.

The transfer of four European petrochemical plants to Velogy introduces new questions about supplier sustainability commitments and transition planning. This guide explains why ownership changes matter for procurement teams, CSRD reporting and supply chain due diligence.

ADNOC’s two‑hub strategy reshapes the UAE chemical market. While Ruwais ramps up convoy operations, Sohar continues to dominate due to its established logistics network and lower congestion. Chemical buyers must weigh cost, risk, and supply‑chain nuances for Q3 2026.

Force majeure declarations triggered by the Hormuz crisis are now entering a structured wind-down phase across chemical supply chains. Procurement and legal teams must formalise documentation to avoid pricing disputes, liability gaps and contract ambiguity in H2 2026.

South Korea’s petrochemical sector is emerging from a wave of force majeure declarations as LG Chem, Lotte Chemical and Hanwha Solutions resume normal cracker operations. Naphtha and LPG supplies are stabilising, Brent crude is stabilising, and battery‑material chemicals such as NMP, PVDF and LiPF6 are seeing renewed demand. Global buyers must navigate contract renegotiations, delivery commitments and a tightening supply chain to secure competitive pricing and reliable logistics.
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