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Hormuz risk: The hidden polyester shock to global apparel

25 Feb '26
7 min read
Hormuz risk: The hidden polyester shock to global apparel
Pic: Shutterstock

Insights

  • As tensions between the United States and Iran push oil markets higher, apparel faces deeper risk in polyester, which dominates global fibre output.
  • Any disruption in the Strait of Hormuz can quickly reprice petrochemical inputs like PTA and MEG.
  • Even without a full closure, volatility can squeeze mill margins and destabilise polyester-heavy supply chains.

As Washington and Tehran navigate a volatile mix of military signalling and nuclear diplomacy, oil markets have already started pricing in geopolitical risk. Brent and WTI (West Texas Intermediate) are trading near seven-month highs, and analysts are increasingly pointing to US–Iran tensions as the key near-term driver even without a confirmed supply loss.

For the textile and apparel industry, this is not just a fuel story.

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