Gulf chemicals supply disruption will continue for months to years
By 
Anthony King2026-04-15T10:53:00
Impact on petrochemicals, fertilisers and various co-products like helium and sulfur will ripple throughout extensive supply chains
Future talks between Iran and the US are unlikely to rescue supply shocks to chemicals. Even if successful, negotiations will not quickly solve problems with fertilisers and commodity chemicals. This is a consequence of far fewer ships transiting the strait of Hormuz for weeks, as well as the targeting of energy and chemical infrastructure during the war with missiles and drones.