Naphtha Supply Disruption: Asia’s Reliance & Red Sea Blockade
Naphtha supply from the Middle East to Asia has plummeted 40%. The Red Sea blockade exposes Asia’s critical reliance on Gulf naphtha, impacting plastics production.
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asia
Hormuz Chokepoint: 30% Global Naphtha Flow -28% Amid Geopolitical Risk
Hormuz chokepoint disruption impacts naphtha flows by -28%. Geopolitical tensions and rising insurance costs are crippling Asia’s petrochemical supply chain.
Uzbekistan Nuclear Plant: Digital Expansion & Water Scarcity
Uzbekistan’s $10bn nuclear project risks consuming 12% of regional water. A critical bottleneck for energy security & digital expansion. What are the geopolitical implications?