Related Insights
Two Chokepoints, One Crisis: Hormuz & Bab el-Mandeb Threatened Together
Simultaneous threats to the Hormuz and Bab el-Mandeb choke points could ripple through global shipping and chemical supply chains, demanding urgent resilience measures. This article examines the risks, impacts, and strategies to mitigate disruption.
Shipping Risk Overtakes Production Economics as Fertilizer’s Main Price Driver
For the first time in decades, freight costs, insurance premiums and maritime disruptions have eclipsed production economics in shaping global fertilizer prices. This shift signals a new era where logistics economics dictate market dynamics more than crop demand or input costs.
Red Sea Update: Suez Canal Traffic at 49% and the Double Corridor Implication
The Red Sea shipping crisis remains one of the defining structural constraints on global chemical logistics. Even as Gulf shipping gradually recovers, Asia–Europe freight cannot return to pre-crisis economics while the Red Sea remains an active security concern.
Trade Logistics Intelligence: July 3, 2026 Holiday Brief
US markets pause for the Independence Day weekend, but global chemical logistics continues evolving. Here are the five operational developments procurement and supply chain professionals should monitor before trading activity resumes next week.
Trade Logistics Intelligence: July 2, 2026 Weekly Brief
A structured weekly logistics intelligence brief for chemical supply chain professionals.
MEG After India's Duty Reinstatement: Understanding the New Landed Cost Arithmetic for Polyester Buyers
India's reinstatement of the 5% Basic Customs Duty on MEG imports changes the cost equation for polyester manufacturers and chemical buyers. This article explains the new landed cost arithmetic, why today's costs remain below April's market peak and what procurement teams should monitor in the months ahead.
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