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...
Market Disruptions (2)
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...
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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...
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...
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...
4 min read
Trump Tariff Strike Down: What It Means for the Biofuels Market
Late last week, the US Supreme Court struck down the Trump administration’s use of emergency powers under the International Emergency Economic Powers...
5 min read
Global Chemicals Market Q3 2025: Volatility Amid Overcapacity and Trade Tensions
The global chemicals industry is navigating a landscape of modest growth projections overshadowed by persistent challenges. The sector is on track...
3 min read
Uncertainty a Key Factor Affecting Biofuels and Feedstocks Market
Thus far in 2025, the theme of market uncertainty has persisted in the biofuels industry. Political unrest, regional disruptions, anti-dumping...
3 min read
UK Proposes Anti-Dumping Measures on Chinese Biodiesel
The UK’s Trade Remedies Authority (TRA) has proposed new anti-dumping duties on biodiesel imports from China following an investigation that found...