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 News (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.
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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
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...
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...
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...
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...
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...