Syntex America

Israel just knocked out 85% of Iran's petrochemical capacity. Physical Brent crude hit $141 — highest since 2008. Futures say $109. That $32 gap is the real story. Thread 🧵

Full Week 5 analysis: → Region-by-region price tracker → 6-point buyer action plan → What to watch next week syntexamerica.com/blog/israel-de…

Iran rejected the 45-day ceasefire today. Trump set a Tuesday deadline. Even if a deal happens tomorrow, Credendo says supply chains need "months or even years" to recover. There's no quick fix.

Israel just knocked out 85% of Iran's petrochemical capacity. Physical Brent crude hit $141 — highest since 2008. Futures say $109. That $32 gap is the real story. Thread 🧵

Full Week 4 analysis with region-by-region price tables, feedstock tracker, and buyer action plan: syntexamerica.com/blog/hormuz-cr… Prior coverage: Week 3, Week 2, and initial crisis assessment linked in article.

What resin buyers should do right now: 1. Lock Q2 volumes before April increases hit 2. Secure volume first, negotiate price second 3. Evaluate recycled alternatives 4. If sourcing from India/China — assess the Hormuz "friendly nations" window 5. Plan for 6 months of this

Hormuz Crisis, Week 4: Oil corrected 23% from its $126 peak. Polymer prices didn't care. Dow DOUBLED its April PE hike to $0.30/lb. LyondellBasell wants $0.35/lb through May. Oil trades on expectations. Polymers trade on physical availability. Thread 🧵

Full Week 3 analysis: price tables by region, force majeure tracker, 3 scenarios for Q2, buyer action plan. 25+ sources incl. IEA, ICIS, S&P Global, Reuters, Bloomberg. syntexamerica.com/blog/hormuz-cr…

If you buy PE or PP right now: 1. Secure volume before price — offers evaporate 2. Source US ethane-based PE 3. Dubai-Oman Green Corridor bypasses Hormuz by land 4. Plan for Q3, not just Q2 5. Diversify permanently

Israel hit South Pars. Iran hit Ras Laffan — the world's largest LNG terminal. Both sides are now bombing energy production facilities. Half of global PE capacity is offline or feedstock-starved. Week 3 thread 🧵