SPECIAL REPORT

2026 Iran War: What It Means for Global Chemicals Markets

Escalating tensions around Iran and the potential disruption of shipping through the Strait of Hormuz are sending shockwaves through global energy and petrochemical markets.

As one of the world’s most critical energy chokepoints—handling roughly 20 million barrels per day of oil and petroleum products and nearly 20% of global LNG trade—any disruption to the strait can rapidly ripple through chemical supply chains.

To help market participants understand the potential implications, ResourceWise analysts have compiled two market briefings examining the impact across petrochemical value chains and regional chemical markets.

Access Both Special Reports
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GLOBAL SPECIAL REPORT

War-Risk Premiums and Trade Rerouting: What It Means for Global Chemicals Markets

This report examines how energy price volatility, logistics disruptions, and supply concerns are affecting key chemical markets across the global petrochemical value chain.

Topics covered include:

  • Shipping disruptions and war-risk surcharges affecting chemical trade
  • Energy-linked feedstocks and upstream petrochemical markets
  • Aromatics and key intermediates
  • Monomers and additives
  • Polymer markets, including polyolefins, polyurethanes, polyamides, and PET
  • Supply chain risks across global chemical markets

CHINA SPECIAL REPORT

Strait of Hormuz Disruption: Early Analysis Across China's Chemicals Markets

This regional briefing compiles observations from ResourceWise analysts covering China and Asia, highlighting how the conflict is influencing pricing, supply, and trade flows across key chemical value chains.

Key insights include:

  • Rapid price movements across aromatics, olefins, and intermediates
  • Market reactions in methanol, acetyls, plasticizers, and polymer markets
  • Operating rate adjustments at Asian petrochemical facilities
  • Shifts in regional trade flows and export dynamics
  • Policy responses and logistics disruptions across Asia
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