
Terms of Power: Prices Move, Contracts Decide Who Gets Paid
1st Topic of the Week: Critical mineral buyers should negotiate around specific supply risks, because lower quotations can coexist with costly legacy inventory and uncertain
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1st Topic of the Week: Critical mineral buyers should negotiate around specific supply risks, because lower quotations can coexist with costly legacy inventory and uncertain

General Thoughts: Customer redesign can reward existing capacity before supporting expansion, making profitable purchase commitments more valuable than customer qualification or favorable demand forecasts.
Supply

Polypropylene – September 2026 – Monthly Price Expectation Report

Polyethylene – September 2026 – Monthly Price Expectation Report
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