
Urea (Granular) - Egypt CAS: 57-13-6

The return of Gulf MDI exports is reshaping the global polyurethane market after months of limited competition. Adhesive, foam, and polyurethane manufacturers can expect more competitive pricing and stronger supplier negotiations throughout Q3 2026.

Falling Brent crude prices are creating the first meaningful freight cost correction opportunity since the 2026 shipping crisis began. Chemical buyers should use the July 1 bunker surcharge reset to renegotiate freight contracts and push back against outdated crisis-era shipping costs.

Nutrien is expected to report exceptionally strong Q2 2026 earnings as sanctions on Russian and Belarusian potash combine with Hormuz supply disruption to tighten global markets. Potash buyers should watch July guidance closely before negotiating H2 contracts.

July 1, 2026 brings major changes for ethanol and solvent buyers as India’s duty waiver expires while lower crude prices improve production economics across Asia. This analysis explains how procurement teams can prepare for H2 2026 sourcing decisions.

Styrene and ABS markets are entering a recovery phase as feedstock availability improves and global production gradually increases. Procurement teams should understand how supply, regional trade and geopolitical uncertainty will influence purchasing decisions through the second half of 2026.

The propylene market in Southeast Asia experienced significant volatility in 2026 as CFR prices surged to $1,500/tonne during peak supply concerns. With Vietnam's NSRP force majeure extending through Q2 and speculative trading amplifying market swings, buyers face a challenging procurement environment despite easing geopolitical fears.
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