
Ammonium Nitrate CAS: 6484-52-2

Alzchem announced a $150 million investment to ramp up production of nitroguanidine, a key intermediate for advanced propellants and explosives. The move positions the company at the forefront of defense chemistry, leveraging new partnerships and cutting‑edge manufacturing technologies. This expansion underscores the growing demand for specialty chemicals in national security applications.

Russia’s Yamal LNG surge has reshaped European chemical supply chains, offering short‑term gas security but exposing deeper vulnerability to external gas flows. Ammonia and methanol plants gained access to cheaper gas, yet spot premiums and sanctions risks loom. Procurement teams must factor these dynamics into cost and supplier risk models.

Japan's chemical industry closes H1 2026 having overcome its most severe naphtha supply disruption in decades through strategic reserves and diversified imports. As crackers prepare for a gradual recovery, buyers should focus on improving supply security rather than expecting an immediate return to full operating rates.

South Korea's petrochemical industry closes H1 2026 after experiencing the most extensive force majeure declarations of any major chemical-producing nation during the Hormuz disruption. As feedstock supplies recover, buyers and suppliers are shifting their focus toward contract resumption and Q3 delivery planning.

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.

In 2026, Iran’s petrochemical industry suffered a catastrophic 85% loss of production capacity due to sanctions and internal conflicts. The collapse threatens global methanol supply, disrupts Middle East petrochemicals, and forces exporters to seek new markets. Read on for a deep dive into reconstruction challenges and supply chain implications.
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