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First Phosphate Shipments Clear Hormuz, Signaling DAP Supply Recovery
Three large DAP and MAP vessels have successfully transited the Strait of Hormuz, the longest‑held choke point in global fertilizer shipping. This milestone marks the first tangible evidence of a rebound in physical phosphate supplies after years of volatility. Industry analysts now see a clearer path toward balanced fertilizer markets.
Personal Care Specialty Ingredients: Palm Chain EUDR Compliance — July Is the Last Practical Window
EUDR compliance is becoming a critical procurement priority for palm-derived personal care ingredients. Companies supplying EU markets should complete supplier audits and verify traceability now to avoid potential disruptions when enforcement accelerates in H2 2026.
US NGL Export Capacity Build-Out: Enterprise Phase 2 Terminal Adds 180,000 Bbl/Day Ethane
Major NGL export terminal expansions along the US Gulf Coast are reshaping global ethane and propane trade flows. Chemical traders should prepare for continued logistics pressure as new export capacity comes online through late 2026.
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