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Supply Chain
OECD Interim Economic Outlook
We’re sharing this OECD publication because it offers a clear, data-driven view on a topic that is becoming central for every industrial player: resilience. From energy volatility to supply chain disruptions, the message is clear: stability can no longer be taken for granted.
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Iran war chokes petrochemical supply, sends plastic prices soaring
Disruptions to oil and petrochemical flows through the Strait of Hormuz following the outbreak of the Iran war have tightened global ​chemicals supply and lifted prices of plastics and polymer, used in everything from auto parts to toys, to roughly four-year highs.
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Middle East war sends shockwaves through Asian plastics market
The war involving Iran, Israel and the United States has started to reverberate through Asia’s plastics and petrochemicals markets, tightening supplies, pushing up prices and disrupting trade flows as oil and gas shipping through the Gulf region becomes increasingly uncertain. Industry participants are already hurting by way of feedstock markets, particularly naphtha and liquefied petroleum...
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The 2026 Iran War and Its Global Impact on Construction Supply Chains
Nearly one year ago, the United States construction industry was grappling with the anticipated impact of 25 percent tariffs on imports from Canada and Mexico as well as tariffs on China. Over the past year, those tariffs have contributed to rising material costs, supply chain adjustments, and increased scrutiny of contractual risk allocation across construction...
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Strategic Recommendations for a resilient and circular plastic value chain in Europe
The European plastic value chain is facing a deepening industrial recession that threatens its role in delivering circularity, strategic autonomy, and green innovation. Immediate and decisive policy intervention is imperative to halt this decline. In parallel, medium to long-term recovery and resilience must be secured through the ambitious implementation of the Clean Industrial Deal and...
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Red Sea Crisis Shipping Impact: Global Rates and Lead Times Analysis
As of early 2026, the logistics sector has fundamentally reorganized around the sustained disruptions in the Middle East. The Red Sea crisis shipping impact is no longer viewed as a temporary geopolitical spike but as a structural reality shaping global supply chains. For industrial procurement and logistics managers, the focus has shifted from emergency mitigation...
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SunSirs: China to Become Sole Core Source of New TDI Supply Globally in Coming Years
On January 30, Covestro announced the completion of a major capacity expansion project at its toluene diisocyanate (TDI) production facility within the Shanghai Integrated Site. This upgrade significantly increases annual TDI production capacity from 310,000 metric tons to 370,000 metric tons, representing a nearly 20% increase.
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Bun Lan invests USD 80M new factory in Mexico
Bun Lan Industrial Limited, a high-precision plastic component manufacturer headquartered in Hong Kong, has invested $80 million to establish a plastic injection molding factory in Delicias, Chihuahua, further strengthening the region’s position in advanced manufacturing and the automotive supply chain.
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Dawn Seizes Strategic Control of EPDM Supply Chain with Acquisition of Ningbo SK—A Bold Leap Toward Global Elasticity
In a move that redefines its position in the high-performance elastomers arena, Dawn Holding Co., Ltd. (Dawn) has announced plans to acquire an 80% stake in Ningbo SK Synthetic Rubber Co., Ltd., a leading Chinese producer of ethylene propylene diene monomer (EPDM) rubber. The transaction, unveiled on December 10, 2025, marks a pivotal step in...
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Vietnam Manufacturing Landscape – 2025 Overview and Trends
Over the past decade, Vietnam has developed from primarily a low-cost assembly base into one of Asia’s rising hubs for more advanced manufacturing. In the first eight months of 2025, Vietnam attracted US$26.1 billion in FDI, with manufacturing and processing absorbing the lion’s share of new capital and disbursements.
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