Chemicals, Maritime & Shipping, Polymers

October 13, 2026

Falling Rio Negro levels add uncertainty to Brazil polyethylene market

HIGHLIGHTS

River drop threatens 21% of PE imports

Freight costs rise as drought looms near

Manaus supply chain faces disruption risk

A sharp decline in Rio Negro water levels has increased uncertainty in Brazil's polyethylene market, as 21% of the country's imports travel on the river to reach Manaus. While the river remains above the official drought threshold of 17.7 meters, any further drop could increase freight costs and disrupt supply chains.

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Essential Energy Intelligence for today's uncertainty.