An environment with less naphtha is better.
https://www.reuters.com/business/energy/asian-petchem-makers-face-naphtha-disruption-iran-conflict-widens-2026-03-04/
https://chemistry.stackexchange.com/questions/177990/how-dangerous-is-naphtha
https://www.reuters.com/business/energy/brazil-refiners-fueled-scheme-linked-us-designated-terrorist-group-source-2026-06-12/
https://www.theguardian.com/world/2026/may/19/japan-naphtha-shortage-explainer-iran-crisis
Trump's war on Iran is creating easy pickings for vulture capitalists as a wave of the debt-laden go bankrupt.
https://www.reuters.com/legal/litigation/mexicos-braskem-idesa-files-bankruptcy-us-reduce-debt-2026-08-18/
https://www.bloomberg.com/news/articles/2026-08-10/braskem-creditors-seek-petrobras-capital-as-deal-deadline-looms
https://know.creditsights.com/insights/us-bankruptcy-braskem-idesa-cleared-to-access-334mn-in-dip-financing-solicit-creditors-on-plan-to-cut-920mn-in-debt/
https://en.wikipedia.org/wiki/Naphtha