2 min read
Biofuels Market Update: Iran War, Tariff Strikedown, and 45Z Updates
Below, check out all the major news and updates impacting the biofuels and feedstocks markets, from 45Z updates and the strikedown of Trump's tariffs...
3 min read
Middle Eastern Conflict Could Accelerate Changes in Global Softwood Lumber Trade Flows
Within less than two weeks of the Iran-Israel-US conflict, the broader impact is already disrupting shipping, causing turmoil in oil and energy...
5 min read
UPM and Sappi Graphic Paper Joint Venture: What It Means for the European Paper Industry
UPM and Sappi have signed a non-binding letter of intent to form a graphic paper joint venture, combining UPM Communication Papers with Sappi’s...
4 min read
Despite Energy Uncertainty, Optimism Persists in European Biofuels
After several challenging years marked by tight margins and high feedstock costs, European biofuels producers are beginning to see signs of recovery....
3 min read
Biofuels Market Implications as Iran War Intensifies
Escalating conflict in the Middle East is once again injecting volatility into global energy markets. While the immediate impacts are being felt in...
3 min read
“Operation Epic Fury”: The U.S. and Israel’s Coordinated and Highly Strategized Takeover of Iran—What Are Our Expectations?
On February 28, 2026, the United States and Israel launched a coordinated strike targeting multiple Iranian military assets simultaneously, targeting...
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2 min read
[Video] Molecules to Markets Episode 3: How the Ethane Advantage Reshaped Global Chemicals
The global chemical industry rarely moves in straight lines.
1 min read
How China’s Pulp Overcapacity Is Impacting the Australian Wood Chips Market
For more than a decade, Australia has been a significant supplier of hardwood and softwood chips to North Asia’s pulp and paper producers. Strong...
4 min read
Shipping Disruption in the Persian Gulf Sends Oil Higher, Raising Immediate Feedstock Risk for Global Petrochemical Markets
Coordinated military strikes by the United States and Israel on Iranian targets in late February have triggered the most significant disruption to...
3 min read
IMO Expands Renewable Marine Fuel Initiatives for 2050 Targets
The International Maritime Organization (IMO) continues to push forward on its marine decarbonization agenda, reinforcing its commitment to achieving...
2 min read
[Video] Molecules to Markets Episode 2: Electrification, Interest Rates, and Emerging Chemical Market Upside
Markets rarely turn when optimism is loudest. More often, they shift during periods of fatigue—when sentiment is subdued, and pricing has stabilized...
4 min read
Global Development Trends of the Paper Industry and Corporate M&A Investment Strategies
The global pulp and paper industry is entering a new phase of structural transformation. While overall growth remains steady, regional divergence is...