Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows.

They discuss:

  • How the conflict has reshaped cost dynamics across the BTX value chain

  • The impact of tightening naphtha supplies, driven by crude volatility and disrupted shipping lanes, on Asian economies

  • Perspectives on mounting feedstock disruptions

  • Coping strategies adopted by producers across different regions

  • The effect of Middle East conflict on downstream industry dynamics

Further details and additional insight are available from Argus aromatics experts and Argus publications, including:

Argus Toluene, Xylenes and Derivatives | Argus Toluene and Xylenes Outlook | Argus Toluene and Xylenes Analytics | Argus Consulting

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Metal Movers: How the Iran Conflict is Impacting Steel Markets

Metal Movers: How the Iran Conflict is Impacting Steel Markets

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O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidad...

1 Apr 18min

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

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Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia markets, focusing on production, logistical constraints, price surges across both daily and weekly price as...

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Fertilizer Matters EP44: Chinese Ammonia Market

Fertilizer Matters EP44: Chinese Ammonia Market

Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of...

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Strait Talk: Crisis in the Gulf

Strait Talk: Crisis in the Gulf

At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update,...

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Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/  In this Crude Report episode, Argus VP of Business Develo...

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Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

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