Middle East Conflict Impact on Global Supply Chains

March 2026

March 16, 2026

Thank you for your continued partnership with Mitsubishi Chemical. We are reaching out to provide awareness of ongoing geopolitical developments in the Middle East and the potential for downstream impacts to global supply chains.

As reported in the news, conditions remain fluid and could affect raw material availability and pricing, as well as ocean freight capacity, routing, and transit times.

At this time, we have not experienced material disruptions to supply. However, depending on how the situation evolves, future impacts could include delivery challenges (e.g., longer lead times, schedule variability, or constrained availability) and upward pressure on transportation and production-related costs for Hostaphan® polyester film products.

We are actively monitoring developments and taking proactive steps to reduce risk, including reviewing inventory positions and working closely with supply and logistics partners to maintain continuity.

If conditions begin to affect deliveries, we will communicate promptly with updated lead times and any required adjustments.

In parallel, we are monitoring market conditions that may influence material and freight costs. We will provide additional communication as details regarding cost impacts become clearer.

We sincerely appreciate your business, flexibility, and trust. Our team is committed to supporting you with timely updates and responsive service as we navigate these external conditions together. If you have questions or would like to discuss forecasted requirements or delivery planning, please contact your Mitsubishi Chemical representative.

Sincerely,

Michael Cook
Vice President, Sales & Marketing
Polyester Film Division