1st Topic of the Week: Critical mineral markets increasingly reward faster processing execution with cost and value-chain advantages, but will compressed timelines undermine return profiles
Polyvinyl Chloride – January’26 Monthly Price Expectation Report
Polystyrene – January’26 Monthly Price Expectation Report
Polypropylene – January’26 Monthly Price Expectation Report
Polyethylene – January’26 Monthly Price Expectation Report
General Thoughts: Global chemical restructuring optimizes footprints, shrinks effective supply, and embeds optionality, positioning low-cost, low-carbon assets like Dow’s Path2Zero to lift returns in the
Polymer Price Expectations – January’26 – Monthly Report # 24
General Thoughts: Relatively calm US polymer prices in 2025 masked upstream cost volatility, shifting risk into margins and working capital, setting conditions for sharper, producer-led
General Thoughts: USGC outages reduce inventories, support monomer prices, and heighten volatility, favoring near-term monomer uplift over polymers ahead of a potentially heavier 1H26 turnaround
General Thoughts: Energy volatility and weather shocks are shifting margins across chemicals and fuels, as producers with cost advantages and logistics strength outperform. Execution will
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