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Oil at $100 tug-of-war analysis, geopolitical deadlock and US inflation impact on plastics supply chain
Sci99 shows 80/109 chemical products declined (73.4%). Toluene, DEG and calcium carbide bucked the trend. Liquid chlorine, PPG and propylene oxide hammered.
The Strait of Hormuz blockade has evolved from geopolitical risk to a real supply shock. WTI surged 11% weekly above $105. Yet 73% of chemical products declined.
Major chemical products ranking analysis May 8-14 2026
International crude oil market analysis May 15 2026, geopolitical deadlock compounded by US PPI inflation surge
Domestic polymeric MDI market analysis May 14 2026
International crude oil market analysis May 14 2026
US-Iran nuclear talks deadlocked, global oil supply disruption concerns persist. WTI breaks through $102/barrel for four consecutive sessions.
May domestic PE maintenance reduces, output expected to rise QoQ. Petrochemical inventories high, downstream demand weak, market biased downward.
US-Iran nuclear talks deadlocked, global oil supply disruption concerns persist. WTI breaks through $102/barrel for four consecutive sessions.
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