The impact of the Israel Iran war on the foreign trade market of PP spunbond nonwoven fabrics

Based on the continuous attention paid to the domestic market situation and peak season price trend of PP spunbond nonwoven fabric from July to September 2026, the geopolitical conflict between Israel and Iran will have a chain effect on the PP spunbond nonwoven fabric foreign trade market from three dimensions: raw material side, logistics side, and demand side, as follows:

1、 Upstream raw material transmission impact

Iran is an important global crude oil exporting country, and the escalation of geopolitical conflicts will directly push up international crude oil prices, driving up the cost of polypropylene (PP) raw materials. The production cost of PP spunbond non-woven fabrics in China will passively rise, and the cost support of foreign trade quotations will be further strengthened.

If the shipping passage through the Strait of Hormuz is blocked, there will be a short-term interruption in the export of PP raw materials in the Middle East region, and the global spot supply of polypropylene will be tight. The overall price center of PP spunbond nonwoven fabrics in the international market will also move up synchronously.

2、 International logistics impact

1. The shipping risks of the Red Sea and Persian Gulf routes around the conflict zone have increased, resulting in higher sea freight premiums and detour costs. The logistics cycle of PP spunbond non-woven fabrics exported from China to the Middle East and Europe has been extended, and the estimated logistics cost per container is expected to rise by 10% -20%. The delivery cost of foreign trade orders has significantly increased.

2. Some shipping companies may temporarily adjust their routes, resulting in a decrease in customs clearance efficiency at ports in the Middle East region, increased uncertainty in the delivery of foreign trade orders, and the need to reserve additional buffer time for long delivery cycles.

3、 The impact of foreign trade demand and order structure

1. The production capacity of conventional civilian PP spunbond nonwoven fabrics in the Middle East has been affected by conflicts, resulting in a decline in operating rates. Imported essential orders in the region will be transferred to stable supply countries such as China, and domestic foreign trade enterprises can undertake some incremental orders.

2. The European market is affected by fluctuations in energy prices, leading to further increases in local non-woven production costs. As a result, there will be a greater shift towards purchasing cost-effective Chinese made functional PP spunbond nonwoven fabrics. The proportion of export orders for high-end categories such as antibacterial and UV resistant fabrics in China is expected to further increase.

4、 Potential risk warning

If the conflict escalates beyond expectations and the global commodity market experiences severe fluctuations, PP raw material prices may experience irrational surges, and the pricing risk of long-term foreign trade orders will significantly increase. It is recommended to set up raw material price linkage clauses when signing new orders to avoid cost fluctuations and losses.

5、 The above analysis is based on the current public geopolitical dynamics, and the degree of impact will be adjusted according to changes in the conflict situation. It is recommended to track the latest developments in crude oil prices and shipping routes in real time and adjust foreign trade order strategies in a timely manner.