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The transfer of LyondellBasell's European assets to Velogy has introduced fresh uncertainty for buyers of adhesive raw materials. Procurement teams sourcing European EVA, VAM and acrylic acid should closely monitor production plans at the French and German cracker sites.

Commodity Chemical Intelligence: The Kpler 34 Framework for Reading Physical Recovery vs Diplomatic Progress
The most important lesson from 124 days of the 2026 Hormuz crisis is that physical supply recovery and diplomatic progress move independently. For chemical procurement teams planning Q3 supply, vessel crossing data from Kpler now matters far more than political statements coming out of Doha negotiations.

Top 5 Chemical Intelligence Tools That Proved Their Value During the Hormuz Crisis
The 2026 Hormuz crisis proved that traditional procurement systems are no longer enough during global supply chain disruption. Tools like Straits.live, ICIS, Xeneta, Kpler, and IMF PortWatch gave chemical buyers the real-time intelligence needed to make faster and smarter procurement decisions when conventional supplier communication failed.

Pharmaceutical Solvents: H1 Closing Review and H2 Procurement Window
Pharmaceutical solvent markets are entering H2 2026 with improving feedstock economics and stabilizing crude oil prices. This creates an ideal procurement window for pharmaceutical manufacturers to secure long-term solvent supply agreements before potential market volatility returns.
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