Everyone's fixated on [OPEC's demand forecast](https://www.cnbc.com/2026/05/13/opec-oil-strait-hormuz-iran-war-saudi-arabia-uae.html) cratering. That's the visible wound. The deeper bleeding: 30%+ of global specialty chemicals — photoresists, etchants, rare earths — route through Middle Eastern supply chains or depend on feedstock inputs now strangled by shipping disruptions. Semiconductor fabs don't trade on WTI futures. They run on *exact molecular inputs* for advanced node production.

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