
Urea (Granular) - Egypt CAS: 57-13-6
Ongoing concerns over potential tariff actions on Canadian potash imports continue to influence US wholesale fertilizer prices. Procurement professionals should understand how trade policy uncertainty is affecting sourcing decisions, pricing and long-term supply planning.

The gradual restart of Gulf sulfur exports is expected to improve global sulfur availability and ease sulfuric acid market tightness. Fertilizer, mining, and battery manufacturers should prepare for improving supply conditions during Q3 2026.

Methanol markets have experienced some of the most severe disruptions during the Hormuz crisis due to their heavy dependence on Gulf export routes. As signs of supply normalization emerge after the Bürgenstock agreements, buyers and producers must reassess Q3 pricing expectations and procurement strategies.

The PE and PP market outlook for 2026 remains shaped by slow supply recovery, ongoing risk premiums and Gulf production constraints after Hormuz disruptions. Buyers should prepare for a longer normalization period instead of expecting immediate returns to pre-crisis pricing.

Polyethylene markets are entering a new phase as Braskem gradually restores supply following months of allocation controls. While physical availability improves, procurement teams still face uncertainty from pricing volatility, ownership developments and shifting global trade flows.

The benzene-styrene chain across Asia continues to face demand challenges as automotive production and construction activity remain subdued. While styrene prices in India have stabilized, regional buyers and traders must navigate a market defined by cautious purchasing, shifting trade flows and uncertain downstream recovery.
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