General Thoughts: We are more confident that agricultural sector conditions will improve in 2025/26 relative to 2024 than in the rapid formation of price premiums
General Thoughts: We discuss low-cost global polyolefin producers painting a positive picture of demand through 2029; however, global supply growth outpacing demand is the major
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General Thoughts: Global refinery and ethylene production margins have fallen considerably from the YTD highs. Refinery margin outlooks are mostly linked to demand, while overexpansion
Polymer Market Trends: Global spot polymer prices were mainly lower last week, with spot polyethylene and polypropylene prices falling in all significant regions relative to