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Summary
The ongoing Middle East conflict—and the effective disruption of trade flows via the Strait of Hormuz—is triggering a supply-driven petrochemicals shock that is rapidly cascading into higher prices and tighter availability of polymers, resins and chemical intermediates used across automotive industry. The disruption has been severe and immediate: the closure has removed ~20% of ethylene capacity and as much as 40% of Asian naphtha supply “out of the equation,” tightening cost curves globally.
Join our team of economists for a data-driven session built for automotive procurement and supply chain leaders who need to validate cost claims, protect margins, and maintain supply continuity:
- Industry Pain Points: Understand why the Middle East conflict is an unprecedented, supply-driven petrochemicals crisis—not a typical demand downturn and its impact on end-use industries.
- Separate Signal from Noise: Learn how to decompose supplier price increases into feedstock, energy, freight, and availability premiums to identify true cost drivers and navigate supplier renegotiations.
- Showcase: Experience a walkthrough of our proprietary cost models in the Paints & Coatings, Rubber & Tyres, and Plastic Products segments.
- Future Forecasting: Gain insights into our chemical price forecasts, that can support direct procurement within the Automotive industries.
Moderator
S&P Global Market Intelligence
Benjamin Ng
Business Development Analyst
Benjamin Ng is a Business Development Analyst based in Singapore. Benjamin specializes in working with our customers alongside account managers in identifying product solutions to meet various industry specific needs such as to identify new markets or areas for growth, manage risk & compliance efficiently and optimizing workflows.
Prior to joining S&P Global, he spent 14 years in the Transportation & Logistics industry, with his last 6 years focused on Trade Lane Development across Asia-Pacific and North America. Benjamin holds a BSc (Hons.) in Management from the University of Manchester.
Speakers
S&P Global Market Intelligence
Ashima Tyagi
Economics Associate Director, Pricing & Purchasing
Ashima Tyagi is an economics associate director at Pricing & Purchasing Service, Global Intelligence & Analytics
Armed with more than 14 years of all-rounded experience in leadership roles within the commodities space, Ashima currently holds the position of Economics Associate Director in the Pricing & Purchasing team, at S&P Global Market Intelligence, based in Singapore.
Ashima's expertise lies within the metals and mining domain, especially on steel markets, encompassing macro-economic research, pricing, procurement strategies & data analytics. She has several white-papers, podcasts, live TV interviews, print media interactions and conference presentations to her credit, wherein she offers her independent and unique perspective on macro developments, steel's linkages to economic growth within various industrial segments, global value chains as well as international trade.
In her previous role, she served as Assistant Director at the Indian Steel Association, New Delhi, representing at the highest levels in the Government of India offices as well as international industry bodies like World Steel Association. Ashima has a masters in Business Administration degree from Amity Business School, New Delhi and a bachelor's degree in Economics from Shri Ram College of Commerce, University of Delhi.
S&P Global Market Intelligence
Michael Dall
Associate Director, Pricing and Purchasing
Michael Dall is an Associate Director in the Pricing and Purchasing Service at S&P Global Market Intelligence. Michael Dall leads the Pricing and Purchasing team in EMEA at S&P Global Market Intelligence, working within the Economics and Country Risk group. He is responsible for the coverage of chemicals and plastic prices across Europe with an emphasis on forecasting. Between 2013 and 2018 he was the lead economist at market analysts Barbour ABI, responsible for providing detailed coverage of the UK economy with specific focus on the construction sector. Dall has an MSc in Economics from the University of Strathclyde, as well as an undergraduate degree in business economics.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.