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Helium supply and the Middle East: 10 critical questions

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

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Jet fuel dislocation from the Iran conflict — and implications for SAF

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

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Impact of the Iran war on the global chemicals industry

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]