Asia and Europe now pay a structural propane premium as...
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Offers an update on global supply chains, chemicals, energy, sustainability, and industry changes, tracking key developments.
Provides weekly updates on global plastic resin markets, focusing on polyethylene, polypropylene, and polyvinyl chloride.
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Asia and Europe now pay a structural propane premium as...
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1st Topic of the Week: Energy-driven resin repricing narrows virgin-PCR...
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General Thoughts: Supply disruptions expose structural weaknesses in global petrochemical...
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General Thoughts: Polymer markets are shifting toward supply security economics...
Read MoreAsia and Europe now pay a structural propane premium as Middle East disruption risk lifts import costs, compressing PDH production margins abroad and reinforcing North
1st Topic of the Week: Energy-driven resin repricing narrows virgin-PCR gaps, benefiting circular adoption and shifting advantage toward suppliers that control feedstock, specification, and customer
General Thoughts: Supply disruptions expose structural weaknesses in global petrochemical trade, favoring logistics flexibility and advantaged feedstocks while limiting new investment responses.
Supply Chain/Commodities: Ethylene
General Thoughts: Polymer markets are shifting toward supply security economics amid logistics disruptions, feedstock shocks, and precautionary buying, which are shifting global trade flows and
General Thoughts: Integration, logistics flexibility, and feedstock advantage are increasingly replacing scale as the chemical sector’s defining competitive edge, steering capital toward integrated production platforms.
General Thoughts: Energy shocks are redistributing profitability across industrial value chains as surging ex-US energy costs compress petrochemical margins, tighten fertilizer markets, and strengthen North
Surging crude prices and widening feedstock spreads are steepening the global petrochemical cost curve. Cheap regional gas and NGLs may support selective integration, but not
1st Topic of the Week: Oil-corn price dispersion is reviving the policy case for permanent E15 expansion. Could energy inflation accelerate ethanol demand faster than
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