Episode 1492: PODCAST: How the US-Iran conflict is reshaping India's PE, PP markets (part one)

SINGAPORE (ICIS)--India's dependence on polyethylene (PE) and polypropylene (PP) imports from the Middle East has made the country vulnerable to disruptions stemming from the ongoing US-Iran conflict.

In this podcast, ICIS market specialist Aswin Kondapally discusses feedstock constraints on domestic production, how China has helped bridge supply gaps, and the shifting priorities of buyers navigating logistical uncertainty.

This is part one of a two-part series.

• PP imports from China surged to 45% in early 2026, supplementing SEA cargoes amid Mideast disruptions
• Buyers prioritize shipment reliability over price amid logistics delays, freight uncertainty
• Buyers hesitate to place new orders amid delays of previously booked cargoes