This report highlights the US polyethylene (PE) market as one that could tighten after Hurricane Ida, though the strength may prove short-lived. We discuss freight
August 31, 2021
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This report highlights the US polyethylene (PE) market as one that could tighten after Hurricane Ida, though the strength may prove short-lived. We discuss freight
US polymer price premiums relative to Asia will likely reflect an upward bias following Hurricane Ida disruptions. This report flags a few medium-to-long term risks
Global commodity chemical production indicators reflect improvement, but logistic issues between regions and downstream supply risks into year-end support Western price premiums. Supply problems will
A major USGC storm impacting petrochemical production is a risk factor facing US (and global) markets. We discuss a USGC storm development and the likely
As we look for solutions to climate and other sustainability initiatives, critical evaluation of new technologies will be essential – many will over-promise.
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US polymer market premiums face a rising level of risk into late 2021. This report adds to our research on this topic amid rising proof
This report comments on why light naphtha is now the cost-advantaged US integrated cracker feedstock and why USGC ethane holds an advantage over other co-product
USGC integrated ethylene crackers with the flexibility to consume light naphtha are now being paid to make ethylene. Those with the flexibility to do so,
Global petrochemical feedstock trends highlight a flatter cost curve. We discuss weakness in Asia co-product credits amid global supply-chain issues and how the actual production
US polymer-grade propylene (PGP) spot values have returned to Winter Storm Uri highs. We foresee a supply response ahead and discuss other indicators that suggest
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