4 min read
From Feedstock to Flight: How Geopolitics Is Reshaping SAF Pathways
The sustainable aviation fuel (SAF) story has always been one of constraints. Limited feedstocks, emerging technologies and policy-driven demand have...
Market Disruptions
3 min read
Microsoft’s Buying Pause Raises New Questions for CDR Market Advances
The carbon dioxide removal (CDR) market is moving in two very different directions at once.
3 min read
Implications of the Iran War on the Bio-Bunkering Market
The bio-bunkering market is entering a new phase: one shaped not just by decarbonization targets and fuel innovation, but by geopolitical disruption.
2 min read
Biofuels Markets Find Their Footing Amid Fragile Iran Ceasefire
Despite being underpinned by continued military pressure and an oil blockade, the return to US–Iran peace talks has helped take some of the heat out...
1 min read
Biofuels Market Update: Iran Implications, Q2 2026 Biofuels Outlook
The Iran War continues to substantially impact global economics, particularly within the energy and bioenergy fields. This month's market update...
2 min read
3 Key Learnings for Q2 2026 Biofuels Market
With volatility continuing to define global energy markets, clarity is in short supply.
5 min read
Iran Conflict and Global Petrochemical Supply Disruptions: How Korea, Taiwan, Japan and Europe Are Feeling the Strain
As conflict in the Middle East continues to disrupt energy flows, the impact is increasingly being felt across petrochemical supply chains—especially...
2 min read
Global Market Turbulence and the Growing Case for Biofuels
Geopolitical instability has once again injected uncertainty into global energy markets. The ongoing Iran war, creating a sharp rise in oil prices,...
2 min read
The Last Ship to Reach Its Destination
The Situation Is Getting Worse The number of ships transiting the strait has dropped into the single digits—a stark contrast to the 60–80+ vessels...
2 min read
Middle East Tensions Ripple Through Energy, PVC, and Chlor-Alkali Markets
Rising Oil Prices Increase Energy Costs for European Producers Brent crude prices have risen in recent days amid geopolitical tensions involving...
2 min read
[Video] Molecules to Markets Episode 5: Now or Never: A Critical Moment for Global Chemical Markets
Geopolitical tension, energy volatility, and shifting trade flows are converging at a critical moment for global chemical markets.
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...