

Aluminium Sulfate CAS: 7784-31-8

Indonesia’s booming HPAL nickel refining pushes sulfuric acid demand to new highs, exposing the sector to Gulf sulfur supply risks. With convoys resuming, refiners must act swiftly to secure long‑term contracts before premiums rise again. The next 18 months will define margins for battery‑grade nickel producers.

The suspension of methanol exports from Ar-Razi Saudi Methanol, one of the world’s largest methanol producers and a critical Mitsubishi Gas Chemical joint venture, became one of the most important supply disruptions of the 2026 Hormuz crisis. This week may determine whether improving shipping conditions finally allow commercial supply recovery to begin.

The Hormuz crisis disrupted nearly 45% of global sulfur supply as Gulf refinery by-product exports collapsed for months. With vessel movement now improving, sulfur and sulfuric acid buyers may finally see the first meaningful cost relief in August after one of 2026’s most overlooked supply chain disruptions.

Tropical Storm Arthur has renewed attention on Gulf Coast supply chain risk just as the 2026 Atlantic hurricane season begins. Find out how refinery shutdowns, logistics disruptions and weather uncertainty could affect procurement strategies for corn starch, glucose and dextrose buyers during the second half of 2026.

Gulf exports have recovered significantly during H1 2026, yet hundreds of vessels remain anchored across the region. This backlog highlights why chemical buyers should expect a gradual logistics recovery rather than an immediate return to normal shipping conditions.

Saudi Arabia’s Ras Tanura restart is improving confidence in Gulf chemical logistics and methanol availability. This analysis explains how recovering supply, crude prices and shipping conditions could influence Q3 methanol procurement strategies.
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