Notícias e Insights

Fique atualizado com as últimas tendências da indústria, notícias da empresa e insights de especialistas

2026

Aerial container terminal at night — global polymer logistics stranded during 2026 Hormuz 275-day resin crisis

Hormuz Could Reopen Tomorrow. Resin Still Wouldn't Arrive for 275 Days. Here's What Smart Converters Did This Week.

Dow CEO Jim Fitterling: even if Hormuz reopened today, it would take 275 days to clear the resin logjam. Karen Carter: Q2 margin expansion is '3x Winter Storm Uri.' Triangulated by the Pentagon (six-month mine clearance), EIA (Brent doesn't normalize until late 2026), and IEA's Birol ('biggest energy security threat in history — two oil crises and one gas crisis combined'). Europe just recorded its steepest monthly ethylene rise ever. Asia chem utilization collapsed from 83% to 63% to a forecast 57% in May. SCG Long Son (Vietnam) announced full suspension. Smart converters are raising CaCO3 filler loading from 10% to 25–30% because the resin/filler price gap widened. EU PPWR applies in 110 days. Region-by-region action plan.

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USS Gerald R. Ford aircraft carrier representing the US naval blockade of Iran during the 2026 Hormuz polymer supply crisis

Trump Declares Iran Blockade: Polymer Prices Hit All-Time Records

US-Iran peace talks collapsed after 21 hours in Islamabad. Trump declared a full naval blockade of Iranian ports. Global polymer prices are already at all-time records — ICIS recorded the steepest chemical price increase since 2000. In Brazil, Braskem is rationing PE at just 70-75% of demand, with LDPE doubling to R$23/kg in 30 days. Region-by-region price tracker, force majeure cascade, and buyer action plan for Q2.

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Major fire at an industrial oil refinery with black smoke representing Israel strikes on Iran petrochemical capacity

Israel Destroys 85% of Iran's Petrochemical Capacity: Physical Oil Hits $141 and Global Resin Markets Reset

Israel struck Mahshahr and Asaluyeh, destroying 85% of Iran's petrochemical capacity. Physical Brent crude hit $141.36 — the highest since 2008 — while futures trade at $109. Naphtha breached $1,000/MT. Every major resin from PE to PET faces Q2 increases. India's HDPE surged 75% and 50% of plastic MSMEs shut down. US producers are the clear winners, with Dow up 25% and LyondellBasell up 88% YTD.

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Oil barrels with market growth chart showing polymer price divergence during the 2026 Hormuz crisis

Hormuz Crisis Week 4: Oil Corrects Below $100, Iran Opens Strait to 'Friendly Nations,' but Polymer Prices Keep Climbing

Brent crude corrected 23% from its $126 peak to below $100, yet Dow doubled its April PE hike to $0.30/lb and global polymer prices keep surging 35–70%. Iran opened the Strait of Hormuz to India, China, and Russia as “friendly nations,” creating a two-tier blockade with divergent outcomes for polymer buyers worldwide. This Week 4 analysis covers the oil-polymer divergence, region-by-region price data, and a 6-point buyer action plan.

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2020

Embalagem para alimentos: Perfil de compra do brasileiro mudou e obrigou a indústria do plástico a inovar

Embalagem para Alimentos: Como o Brasil Transformou a Indústria do Plástico

A grande maioria de produtos comercializados em supermercados não possui suporte de comunicação. Esse dado, por si só, revela o quanto a embalagem pode ser importante para o setor de alimentos, em especial o plástico. As características da resina a tornam ideal para injetar competitividade no mercado alimentício, principalmente porque a embalagem, hoje, vai além da proteção, preservação e distribuição.

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