US naphtha exports are surging as the Iran war cuts off Middle East supplies, prompting Japanese petrochemical buyers to source feedstock from Texas and Louisiana. The shift tightens global naphtha balances and benefits US Gulf exporters and regional petrochemical margins, likely supporting naphtha prices and redirecting trade flows in Asia-Pacific.
US naphtha exports are surging as the Iran war cuts off Middle East supplies, prompting Japanese petrochemical buyers to source feedstock from Texas and Louisiana. The shift tightens global naphtha balances and benefits US Gulf exporters and regional petrochemical margins, likely supporting naphtha prices and redirecting trade flows in Asia-Pacific.
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