Phosphate Fertilizer Supply Crisis: Morocco’s OCP as the Swing Producer

US Potash Risk: Why Canadian Tariff Exposure Still Worries Buyers Despite No Direct Restrictions

Canadian potash tariff uncertainty continues to shape U.S. buyers’ procurement decisions and pricing expectations, even though no formal trade barriers have been imposed. This article explores the lingering risk, its impact on supply chains, and strategic responses adopted by the industry.

Global Fertilizer Watch: Five Market Shifts Reshaping Procurement Decisions in 2026–2029

Potash: Nutrien Q2 2026 Earnings Preview — The Biggest Beneficiary of the Hormuz Crisis

Nutrien is expected to report exceptionally strong Q2 2026 earnings as sanctions on Russian and Belarusian potash combine with Hormuz supply disruption to tighten global markets. Potash buyers should watch July guidance closely before negotiating H2 contracts.

MEG Export Waivers and Their Impact on Global Petrochemical Procurement

Iran’s reported petrochemical export waivers could reshape MEG supply expectations for textile and chemical buyers across key markets. This analysis examines how Iranian MEG availability, sanctions considerations and sourcing decisions may affect procurement strategies.

Ethylene and Propylene Markets Face Multi-Year Supply Gap After Iranian Petrochemical Capacity Losses

The destruction of a large portion of Iran's petrochemical infrastructure has transformed a temporary logistics disruption into a long-term supply challenge. Ethylene and propylene buyers across global markets now face structural sourcing adjustments as Iranian production recovery could take well over a year.

India Chemical Watch: ONGC Eyes Venezuela as Crude Diversification Drives 2026 Petrochem Market

As the Hormuz crisis reshapes global oil flows, India’s ONGC is evaluating Venezuelan crude to secure feedstock for its expanding refinery network. This move signals a broader strategy to diversify imports and stabilize the country’s petrochemical supply chain by 2026.