Caustic Soda Pearls - China CAS: 1310-73-2


Despite a steady rise in crude output, Gulf refineries are still catching up, creating a mismatch between supply and demand for refined products. This article explores the causes, the effects on petrochemical feedstocks, and how export logistics are being reshaped by the slowdown.

Bangladesh’s Aman rice season has begun, making nitrogen fertilizer availability a national priority. The limited convoy slots from Gulf suppliers force the Bangladesh Chemical Industries Corporation (BCIC) into a high‑stakes race against regional competitors. Delays could trigger a critical fertilizer shortfall for a country feeding over 170 million people.

Australian farmers are capitalising on the U.S. Independence Day slowdown to secure critical urea, DAP and potash supplies before peak demand. The window offers reduced competition from U.S. buyers, giving Australia an edge ਕੇ

India’s reinstatement of the 5 percent customs duty on acetic acid imports raises landed costs by approximately $27 to $30 per tonne beginning July 1. For Indian manufacturers, the increase remains below April’s crisis peak pricing but represents a permanent structural cost change for H2 2026 procurement planning.

China's expected easing of urea export restrictions could significantly influence global fertilizer markets during Q3 2026. Fertilizer buyers should evaluate procurement timing carefully as additional supply may reshape international pricing.

Sulfuric acid demand is entering a new phase as Morocco's OCP Group expands phosphate processing capacity and strengthens its role in global fertilizer supply. Rising consumption in Morocco and Indonesian nickel projects is reshaping sulfur trade flows, tightening availability and influencing procurement strategies across agricultural and industrial markets.
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