Tag Archives: India

India and Thailand, Both Large Polyolefin Importers, had Higher Volumes YTD Despite Reduced Middle East Supply

The conflict in the Middle East has shifted trade flows between regions. For India and Thailand, the shortfall from the Middle East was offset by increased supplies from Asia-Pacific, and, for polyethylene, also North America.

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US Exports of Polyethylene Slowed Across Q2, Picking up Slightly in July (YTD, 8.8 Million Tons, Down 3%); Steep Decline in the Average Price vs. June (to $1244/ton, Down ~$200/ton)

US exports YTD to Europe, Africa, and Canada were up; shipments to Latin America and Asia-Pacific fell.

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Global PVC Trade (Compounded and Uncompounded) Rose 5% to 8.2 Million Tons Through May 2026 as Exports From China, Korea, and Thailand Soared

India and Vietnam were key export destinations, but shipments to numerous destinations were up, particularly countries in Eastern Europe and Africa. Trade within the Asia-Pacific region expanded by 13%, to 2.8 million tons.

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Anhydrous Ammonia Global Trade Down 14% May 2026 YTD vs 2025 on Much Lower Middle East Exports; North American and Chinese Shipments Surged

Anhydrous ammonia global trade is projected at 6.6 million tons through May 2026, down from 7.2 million tons May 2025 YTD.

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Trends in Polyethylene Bags/Sacks Global Trade 2015-2025

Global trade generally trended higher over the ten-year period, volume in 2025 at 5 million tons, up from 3.8 million tons in 2015. Key regional changes included much higher imports into Western Europe and North America, expanded exports out of Asia-Pacific and Eastern Europe, and increased intra-regional trade within virtually all regions. As bags and sacks are an important end-use for PE polymer, trade flows are being impacted by the on-going the Middle East conflict, especially in Asia-Pacific.

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Polycarbonates Exports from the Middle East – Impact of Supply Disruption

The conflict that began in Iran on February 28, 2026 has spread across the region, curtailing production and delaying or rerouting shipments of polycarbonates through the Strait of Hormuz. The Middle East is the world’s third largest exporter of polycarbonates; shipments of 318,000 tons in 2025 were 20% of total global exports of 1.6 million tons.

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Methanol Exports from the Middle East – Impact of Supply Disruption

The conflict that began in Iran on February 28, 2026 has spread across the region, curtailing production and delaying or rerouting shipments of methanol through the Strait of Hormuz. Middle East exports of methanol of 17.5 million tons in 2025 were 56% of total global exports of 31.1 million tons.

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Global Trade in PE Film/Sheet and PE Bags/Sacks Continued to Rise in 2025 Despite Bans on Single-Use Products

Global trade in PE film/sheet rose 8% in 2025 to 7.4 million tons; trade in PE bags/sacks grew by 6% to 5 million tons. This followed gains of about 6% per product in 2024, compared to 2023.

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US Polyethylene Exports Increased Again in 2025 on Gains to Latin America, Western Europe, and Other Regions

US exports of polyethylene (all grades combined) reached 15.7 million tons in 2025, up from 13.8 million tons in 2023, based on US export statistics.

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The US and India Have Announced a Trade Deal That Will Impact Trade in Petrochemicals and Related Products

Tariffs will be lowered or eliminated on a number of chemical, polymer, rubber, and plastic products, enhancing trade flows between the countries.

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