The aftermath of the attack on Saudi oil installations could have an interesting effect on U.S. polyethylene exports.

China is a major buyer of Saudi petrochemicals but many of the Kingdom’s customers have been advised to expect supply delays to existing orders, Argus reported. That creates a potential opportunity for U.S. producers to step into the southeast Asian market void.

Just one little bothersome detail: “China has tariffs on U.S. polyethylene, so they have the greatest exposure to a shortfall of petrochemicals from Saudi Arabia,” said EnVantage Inc. in a recent report. “Whether this shortfall spurs China to lift the tariff on U.S. polyethylene remains to be seen.”

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