Polymer Global Analysis Resin To Riches: Weekly Plastic Market Insights Exhibit 1 – Chart of the Day: US integrated PVC and PE margins rebound in

General Thoughts: Regulation is poised to reallocate packaging profit pools toward design-led ecosystems, rewarding early specification control and lifting risk for volume-driven players that delay

General Thoughts: Repeated NMAs highlight how published benchmarks can diverge from transactional reality, reinforcing the value of C-MACC’s polymer market services in aligning pricing strategy,

General Thoughts: Value premia earned through differentiation at cycle troughs can signal future share gains, enabling advantaged producers to run hard, more consistently price on

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: Potential weather-driven disruptions from US Winter Storm Fern could push polymer prices higher, helping producers implement price hikes. Absent global rationalization, regional episodic

General Thoughts: Spot polymer prices reflect stabilization in early 2026 as crude strength, feedstock dispersion, and production curbs lift price floors, with 1H26 favoring margin

General Thoughts: Early-2026 polymer spot price stabilization masks weak production margins, accelerating restructuring and capital discipline in 1Q26 as producers right-size operations to restore profitability

General Thoughts: Global polymer markets continue to clear tactically, not cyclically, in late 2025 as oversupply, logistics normalization, and discipline overwhelm demand signals, leaving price