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Using the Kiel Institute to Separate Temporary Hormuz Costs from Permanent Chemical Procurement Shifts

Using the Kiel Institute to Separate Temporary Hormuz Costs from Permanent Chemical Procurement Shifts

After the Hormuz shutdown, chemical buyers face a mix of temporary price spikes and lasting market shifts. This article applies the Kiel Institute framework to isolate recoverable costs from permanent baseline changes, providing a roadmap for data‑driven contract renegotiations. Implementing these insights helps teams win back margins as conditions normalize.

MSG Mid‑Year Supply Reset: How Fufeng and Meihua’s H2 2026 Pricing Could Shape Global Procurement

MSG Mid‑Year Supply Reset: How Fufeng and Meihua’s H2 2026 Pricing Could Shape Global Procurement

MSG pricing is set for a pivotal shift as Chinese producers Fufeng Group and Meihua Holdings release their H2 2026 contracts. With stable corn costs and easing freight rates, the new price points could redefine global food ingredient procurement. This article explores the strategic moves of these key players and the competitive implications for buyers worldwide.

South Korea Chemical Watch: Force Majeure Wind-Down and Q3 2026 Recovery

South Korea Chemical Watch: Force Majeure Wind-Down and Q3 2026 Recovery

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.

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