
Ferrous Sulfate Monohydrate CAS: 13463-43-9

A continuing 14% rupee depreciation is repricing India's entire chemical supply chain
This weekly brief highlights Gulf logistics recovery, structural helium constraints, rising GLP‑1 solvent demand, shifting polymer duties in India, and imminent EU regulatory updates. Procurement teams must adjust sourcing strategies to navigate these evolving risks and opportunities.

Methanol supply has remained active through recent Gulf disruptions, with AIS vessel tracking showing continued commercial movement. Buyers should separate headline risk from physical flow data when planning Q3 procurement.

India's temporary customs duty exemption on Monoethylene Glycol expires at midnight, creating a major turning point for polyester manufacturers and chemical buyers. As Gulf supply improves and production costs ease, procurement teams must balance lower international prices against higher landed costs before finalizing Q3 purchasing strategies.

Methanol pricing outlook for Q3 2026 is entering a new phase as global buyers reassess contracts after Middle East supply concerns begin to ease. Procurement teams need to understand how energy markets, shipping routes and production recovery will influence upcoming methanol negotiations.

Caustic soda markets across Southeast Asia are entering a period of tighter availability as Middle East disruptions ripple through global supply chains. Higher spot prices, shifting trade flows and longer lead times are forcing procurement teams to reassess sourcing strategies for Q3 2026.
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