
Cottonseed Meal CAS: 68308-87-2


Morocco enters H2 2026 with OCP firmly established as one of the world's most strategically important fertilizer suppliers. The Hormuz disruption strengthened the company's role in global procurement, transforming its Atlantic export route into a long-term competitive advantage.

India’s reinstatement of the 5 percent customs duty on acetic acid imports raises landed costs by approximately $27 to $30 per tonne beginning July 1. For Indian manufacturers, the increase remains below April’s crisis peak pricing but represents a permanent structural cost change for H2 2026 procurement planning.

July 1 begins H2 2026 with conflicting market signals for chemical procurement professionals. While oil prices remain stable and diplomacy improves, shipping disruption, insurance risk, new regulations, and supply chain bottlenecks continue shaping one of the most complex operating environments the chemical industry has faced all year.

The global GLP-1 market is entering a new phase as generic drug opportunities accelerate. Indian CDMOs are expanding peptide manufacturing capacity, making July 2026 a critical period for securing key raw materials such as TFA, pharmaceutical-grade DMF, and Fmoc amino acids.

USDA crop condition reports are providing the first meaningful indicators for second-half food ingredient pricing. With US corn conditions tracking near historical trend levels and freight costs beginning to ease, the outlook for starch, glucose and derivative ingredients appears more stable than many buyers expected earlier this year.
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