Supply Crisis
Petrochemicals
June 19, 2026
The Hormuz Shock Is Not a Price Story. It Is a Supply Chain Architecture Story.
The US Iran conflict disrupted approximately 20% of global seaborne oil supply and 12% of global ethylene production. Three months later, procurement teams are discovering that the damage is structural, not cyclical — and that the supply chain designs that worked in 2024 are not adequate for the market they are operating in now.
Supply Crisis
Whitepaper
Polyolefins
5 May 2026
Polyolefin Market Analyst Review Q1 2026
A synthesis of earnings calls, investor decks, and primary research across producers and procurement teams.
Whitepaper
Executive Brief
Specialty Polymers
21 April 2026
Capacity discipline is replacing growth-at-any-cost
A short executive brief on specialty polymers, feedstock diversification, and portfolio quality.
Executive Brief
Regulatory Brief
CBAM
14 March 2026
EU CBAM Phase 1 Is Live
A short regulatory brief on compliance obligations, reporting expectations, and commercial implications for chemical importers.
Regulatory Brief
