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Molecules to Markets Episode 4 How the Iran Conflict is Reshaping Global Chemical Markets

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...

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Silhouette of oil pumps against the sunset with flag of Iran.

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...

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3d illustration, Middle east region map with Iran

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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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...

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Work desk with a post-it note on a calculator which reads tax credits.

4 min read

45Z Update: What You Need to Know

The long-awaited clarity around the 45Z Clean Fuel Production Credit has finally arrived. And it's a significant development for the biofuels...

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A hand holding a lowering bar chart, indicating CO2 is decreasing.

2 min read

Regulatory Breakthrough in CDR Market Readies It for Scale

After years of anticipation, the carbon dioxide removal (CDR) market is beginning to gain the regulatory clarity it needs to scale. Two recent...

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Front of the United States Treasury Department building.

4 min read

US Treasury and IRS Release Proposed 45Z Regulation Update

On February 3, 2026, the US Department of the Treasury and Internal Revenue Service (IRS) released proposed regulations to implement changes to the...

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A ship at port bio-bunkering renewable fuel.

2 min read

Low-Carbon Ammonia Takes Major Step Toward Marine Adoption

Momentum around ammonia as a marine fuel has often stalled at the same point: scale. While producers, shipowners, and regulators broadly agree on...

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2026 Clean Fuels Conference, Orlando.

2 min read

Inside the 2026 Clean Fuels Conference

As the 2026 Clean Fuels Conference wraps up, the mood in the room is clear. This industry is no longer talking about what’s possible, but about what...

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November 2025 Update on North American Chemical Market Trends

2 min read

North American Chemical Market Trends: November 2025 Update

North American chemical producers have maintained their competitive edge throughout 2025, benefiting from abundant low-cost feedstock and resilient...

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Closeup of used cooking oil used for biofuel production.

3 min read

EU Tightens Rules on UCO Imports: Implications for the Biofuels Market

The European Union is tightening its grip on the biofuels supply chain. With the formal adoption of Regulation (EU) 2025/2181, the European...

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Power plant and oil tank, petrochemical industrial plant at night and Twilight sky view, technician Industrial workers, engineer manager working in a power plant.

3 min read

October 2025 Chemical Industry Update: Navigating Volatility and Innovation

In the first month of the final quarter of 2025, the industry continues to grapple with overcapacity, geopolitical shifts, and a strong push toward...

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