China's imports of US ethane are forecast to reach 800,000 tonnes in April, 60% above the monthly average, as Middle East conflict disrupts naphtha and LPG supplies via an effective shutdown of the Strait of Hormuz [Times of India][The Japan Times]. Manufacturers are switching to ethane, a natural gas liquid used to produce ethylene for plastics, on which China relies almost entirely from the US despite tightened export controls last year [Times of India][The Japan Times]. This surge fills supply gaps but raises questions about long-term dependencies.