
Related Insights

Hydrogen Peroxide Supply Outlook 2026: European Market Tightens After Plant Closures
Hydrogen peroxide supply in Europe is entering a tighter phase after Solvay plant closures reduced regional production capacity. Buyers in bleaching, water treatment and industrial sectors need to evaluate alternative sourcing strategies as energy costs and supply availability shape the market.

Naphtha Supply Halted: How Asia's Petrochemical Makers Are Responding to Hormuz Disruptions
The disruption of naphtha shipments through the Strait of Hormuz has placed renewed pressure on Asia's petrochemical industry. Buyers of olefins, polymers and downstream petrochemicals should reassess feedstock exposure and supplier resilience as market conditions evolve.

Africa & Middle East Chemical Watch: Recovery, New Trade Routes and Q3 Outlook
Africa and the Middle East are entering a new phase of chemical trade. Morocco's phosphate leadership, GCC supply recovery, and East Africa's evolving logistics networks are reshaping procurement strategies for H2 2026.

Hydrogen Peroxide Electronic Grade Supply Tightening Continues Despite Lower Oil Prices and Hormuz Concerns
Electronic-grade hydrogen peroxide remains one of the tightest specialty chemical markets in 2026. Semiconductor expansion across Asia continues to absorb available supply, while European production constraints limit market flexibility. Procurement teams face a structurally tight market that shows little connection to Middle East shipping developments.

INPEX and the Ichthys LNG Dispute: A Wake‑Up Call for Global Energy Supply Chains
The INPEX‑Ichthys LNG industrial dispute has exposed hidden fragilities within the LNG supply chain, putting buyers and chemical producers on notice. This article explores the dispute’s implications for energy security, feedstock availability and procurement strategy, offering practical lessons for the Asia Pacific market.

PVC Downstream Demand Stalls as Construction Weakness Delays Global Polymer Recovery
PVC remains the weakest major polymer market in mid-2026 as construction activity struggles to regain momentum. While supply constraints have eased across Asia, soft converter demand continues to pressure pricing, inventories and procurement strategies.
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