
Liquid Ammonia CAS: 166412-78-8

Iran's Goreh-Jask Pipeline provides an alternative export route for crude oil, but it does not solve the logistics challenge facing petrochemical exports. Chemical buyers evaluating Iranian sourcing opportunities must understand the difference.

The INPEX‑Ichthys LNG industrial dispute has exposed hidden fragilities within the LNG supply chain, putting buyers and chemical producers on notice. This article explores the dispute’s implications for energy security, feedstock availability and procurement strategy, offering practical lessons for the Asia Pacific market.

India’s June 30 duty waiver expiry is creating a narrow procurement window for DAP and MAP buyers. Importers acting before July 1 can still secure zero-duty fertilizer imports before Q3 economics shift significantly.

The June 19 Hormuz ceasefire agreement could restart ammonia exports from QAFCO and SABIC, but shipping delays and mine clearance operations mean buyers should closely monitor Gulf supply recovery before expecting full market normalization.

Southeast Asia is emerging as a major alternative sourcing hub as chemical supply chains diversify beyond traditional markets.

India’s polypropylene market is facing supply pressure as feedstock restrictions affect around 80% of domestic PP capacity. Buyers are evaluating imports, alternative suppliers and pricing strategies before further market changes.
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