Polymer Price Expectations – July 2026 – Monthly Report # 30
July 29, 2026
Polymer Price Expectations – July 2026 – Monthly Report # 30
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Polymer Price Expectations – July 2026 – Monthly Report # 30
General Thoughts: Middle East risk is accelerating Asia’s olefins restructuring, creating more opportunity for North American share gains than for broad pricing power as Chinese
General Thoughts: Extreme heat, low Rhine levels, and elevated feedstock costs are keeping chemical prices firm, but weak customer economics are limiting producers’ ability to
General Thoughts: July’s feedstock and energy cost increase has survived this week’s pullback, leaving 2H26 earnings dependent on which producers can protect margins without pricing
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