Related Insights
Hormuz Index at 90: Why Supply Chain Risk Remains Elevated Despite Convoy Operations
The recent improvement in convoy operations through the Strait of Hormuz has lowered the Hormuz Index, yet it remains alarmingly high at 90. Supply chain risk is still significant because factors beyond vessel movements—such as geopolitical tensions, port constraints, origination volatility, and cybersecurity threats—continue to loom. Chemical procurement teams must broaden their monitoring scope to stay ahead of these risks.
Houston Ship Channel Reopens: What It Means for Construction Chemical Supply in H2 2026
The reopening of the Houston Ship Channel restores an important logistics route for construction chemicals just as the U.S. enters its peak residential building season. Discover what this means for supply planning.
Iran’s “Service Fees”: What Toll-Based Passage Would Cost the Chemical Industry Annually
Iran’s proposal to charge “service fees” for Hormuz passage could permanently reshape the economics of global chemical trade. If transit charges become permanent, Gulf-origin chemical supply chains may face $500 million to $1.5 billion in additional annual costs that buyers will ultimately absorb through higher contract pricing.
Green Ammonia: Post-Bürgenstock Timeline for Gulf Projects
Green ammonia projects across the Gulf have been delayed following the Hormuz crisis, pushing major timelines into 2027–2028. For long-term hydrogen buyers, the disruption strengthens the case for diversifying supply beyond the Gulf into Europe, Africa, and Australia.
Ammonia Export Restart: Bürgenstock Roadmap Positions QAFCO and SABIC for Q3
The Bürgenstock roadmap and recent Hormuz transit data signal a clear path for QAFCO and SABIC to resume ammonia exports in Q3 2026. While force majeure conditions may lift in July, mine clearance delays could postpone full tanker capacity until August. Agricultural and industrial buyers should prepare for an improved but staggered supply outlook.
China Chemical Watch: Gulf Competition Returns — Beijing's Industry Policy Response
China became the world's swing supplier during the Hormuz crisis, filling global supply gaps across commodity and specialty chemicals. As Gulf exports recover in H2 2026, Beijing is strengthening domestic chemical manufacturing while international buyers shift toward balanced multi-origin sourcing strategies.
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