Goldman Sachs
May 11, 2026
Global Chemicals: Middle East Disruption Around the World - Part II
Sector ReportCommoditiesEquitiesMaterialsEnergy
This report summarizes a podcast discussion on the global chemicals industry's stresses resulting from the ongoing Iran War. It examines regional impacts on feedstock access, pricing hikes, and the path to normalization across major markets.
Key Takeaways
- 1.The global chemicals industry is facing extreme pressure and shortages due to the ongoing Iran War and persistent feedstock access difficulties.
- 2.Chemical supply shocks in the Middle East are causing price hikes that are twice the magnitude and occur faster than those seen in 2022.
- 3.Specific regional spotlights highlight impacts in Japan, Europe, and the U.S., with a focus on Naphtha supply and the path to re-supply.
Table of Contents
- Speakers
- Moderator
- Topics
- Related Research
- Related Podcasts
- Resource Corner
- Market Themes
- Macro Publications & Features
- Micro Publications & Features
- Listening in at Goldman Sachs
- Disclosure Appendix
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Authors
Nikhil BhandariFaisal AlAzmehGeorgia Fraser, Ph.D.Duffy FischerAtsushi IkedaChris Hussey
Securities
Mitsubishi Gas Chemical
Themes
Geopolitical Supply Chain DisruptionFeedstock Scarcity
Regions
Middle EastEuropeAsia PacificUnited StatesJapanIran