Alchemy Edition 8

Edition 8: Strait of Disruption:
How the US–Iran Conflict Is Rewriting Chemical Market Dynamics

As geopolitical tensions escalate across the Middle East, the ripple effects are rapidly reshaping global chemical markets, trade flows, feedstock economics, and supply chain strategies. This edition explores how the US–Israel–Iran conflict is influencing everything from energy and logistics to olefins, methanol, engineering resins, and downstream chemical pricing. Through expert analysis and market-specific insights, this edition provides industry leaders with the clarity needed to navigate volatility, assess risk exposure, and identify emerging challenges and opportunities across the global chemical value chain.

Table of Contents

• Impact of US-Israel Conflict with Iran – The Broader Scope: Energy, Feedstocks, Macroeconomics, and Logistics (Page 3 – 7)
• Impact of US-Israel Conflict with Iran – Olefins and Polyolefins (Page 10 – 15)
• Impact of US-Israel Conflict with Iran – C4 Olefins and Elastomers (Page 19 – 23)
• The Impact of the US-Israel Conflict with Iran on the Global Methanol Industry (Page 26-28)
• Engineering Resin Price Impact (Page 29)
• Impact of US-Israel Conflict with Iran – Monoethylene Glycol (Page 32-38)
• The Hidden Cost: Why Rack Pricing Matters for Chemical Producers (Page 39-42)