May 14, 2026
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India's duty waiver expiry and the return of Gulf convoy shipments have reshaped the caustic soda market across Southeast Asia. Buyers now have multiple sourcing origins for Q3 contracts, making landed cost analysis more important than ever.
The Red Sea double closure continues to reshape food ingredient logistics between Asia and Europe despite improving Gulf shipping conditions. Procurement teams now face longer transit times, higher freight costs and new sourcing strategies as Cape routing remains the only practical option.
The restart of Saudi Arabia's Ar-Razi methanol facility marks an important step for global methanol supply. Procurement teams should understand why escorted convoy operations restore only part of Gulf exports and how that shapes Q3 purchasing strategies.