3 min read
Energy Shocks Don't Just Raise Costs—They Reshape Markets
When natural gas prices spike, most market participants ask a familiar question: How much will costs go up?
3 min read
Iran War Oil Market Turmoil is Quietly Supercharging Biofuel Profit
Volatility in global oil markets is once again reshaping the economics of renewable fuels. While biofuel fundamentals often drive their own...
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2 min read
[Video] Molecules to Markets Episode 4: How the Iran Conflict Is Reshaping Global Chemical Markets
Geopolitical conflict often sends immediate shockwaves through energy markets—but the implications for chemicals and petrochemicals are more complex...
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...