
Methanol CAS: 67-56-1

The first half of 2026 reshaped pharmaceutical chemical procurement through supply chain disruptions, rising logistics costs, GLP-1 manufacturing expansion, and evolving regulatory requirements. Here are the key intelligence insights and procurement priorities for H2 2026.

Germany's seasonally adjusted chemical and pharmaceutical production declined 2.8% in the first quarter of 2026 and nearly 6% compared with the previous year. Procurement teams should assess how weaker European output may influence sourcing strategies, inventories and regional supply.

Japan's chemical industry enters H2 2026 after overcoming its most severe naphtha supply disruption in decades. The country's rapid diversification of feedstock sourcing may prove to be the most important long-term outcome of the Hormuz crisis, reshaping procurement strategies well beyond the recovery period.

SABIC is expected to release one of the most important chemical industry earnings reports of 2026, revealing the financial impact of four months of disrupted exports and signaling whether Gulf producers will offer aggressive pricing incentives to win back customers in H2 recovery.

India's temporary customs duty waiver on 40 key petrochemical products expires tonight, marking one of the most significant policy moments of H1 2026. Procurement teams now face a critical transition as they prepare for either the return of standard import duties or a last-minute policy extension.

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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