
Ammonium Nitrate CAS: 6484-52-2

Japan's chemical industry enters H2 2026 after overcoming its most severe naphtha supply disruption in decades. The country's rapid diversification of feedstock sourcing may prove to be the most important long-term outcome of the Hormuz crisis, reshaping procurement strategies well beyond the recovery period.

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.

Iran enters H2 2026 presenting three distinct institutional positions on diplomacy, maritime security and international engagement. For chemical buyers, understanding these competing policy signals is becoming as important as monitoring production capacity or sanctions compliance.

South Korea’s petrochemical sector is emerging from a wave of force majeure declarations as LG Chem, Lotte Chemical and Hanwha Solutions resume normal cracker operations. Naphtha and LPG supplies are stabilising, Brent crude is stabilising, and battery‑material chemicals such as NMP, PVDF and LiPF6 are seeing renewed demand. Global buyers must navigate contract renegotiations, delivery commitments and a tightening supply chain to secure competitive pricing and reliable logistics.

The Turkish polymer market is riding a wave of uncertainty as polyethylene (PE) and polypropylene (PP) buyers face delayed supply recovery from the Middle East. Prices remain high, import volumes fluctuate, and manufacturers are scrambling for alternative sources to keep production lines running.

The PwC 2026 Chemicals Production and Investment Attractiveness Index highlights where global chemical investment is headed next. From China's scale advantages to Saudi Arabia's feedstock strength and India's growing domestic market, the rankings offer valuable insight for producers, investors and procurement teams.
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