From Hormuz and tariffs to Chinese overcapacity and feedstock volatility, sourcing teams face a fundamentally different cost environment heading into 2027.
China’s production capacity, emergency energy supplies and more agile supply chains helped avert shortages, but Wood Mackenzie says the disruption revealed persistent vulnerabilities for apparel sourcing and underscored a harsh reality for U.S.-based fiber producers.
Oil price shocks from the Iran war are rippling through Asia’s polyester-heavy textile supply chain, raising costs, cutting output and threatening to push fast-fashion prices higher worldwide.
Wood Mackenzie analyzes the potential for recent tax reforms to drive polyester market share gains, assess the implications of proposed anti-dumping duties on polyester production, and outlines how the 50% U.S. tariffs threaten India’s largest textile export market.
