

Urea (Granular) - Egypt CAS: 57-13-6

Harrison Jacoby, director of PE at ICIS, confirmed in IOM3's March 2026 reporting that around 84% of Middle East

The 60-day diplomatic window following the June 2026 MoU is becoming a key milestone for green ammonia investments. Developers and industrial buyers are closely monitoring project timelines, supply security, and future procurement opportunities.

The 2026 Hormuz crisis transformed chemical procurement into an intelligence-driven function. Platforms like ICIS, Kpler, Xeneta, and ChemAnalyst are now essential tools helping procurement teams track prices, shipping disruption, freight rates, and supply risk in real time.

Unlike many chemical markets affected by the Hormuz disruption, electronic chemicals remain constrained due to structural semiconductor demand driven by AI and advanced chip manufacturing. Buyers should not expect supply conditions to ease alongside broader chemical markets in H2 2026.

Major NGL export terminal expansions along the US Gulf Coast are reshaping global ethane and propane trade flows. Chemical traders should prepare for continued logistics pressure as new export capacity comes online through late 2026.

In June 2026, the US chemical scene was jolted by a strategic Hormuz MOU, the disruptive impact of Hurricane Arthur, the landmark Olin‑Huntsman merger, and the sudden INEOS Styrolution plant shutdown. These events reshaped supply chains and market dynamics across North America.
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