
Delay of Game: Prices Lag Supply Until the Clock Runs Out and Reality Bites
General Thoughts: Asia polyethylene (PE) prices are too low relative to tightening supply, as feedstock shocks and run cuts have not cleared, setting up a delayed move higher toward European and US pricing.
Supply Chain/Commodities: Refineries and governments direct feedstocks toward fuels and critical uses, reducing cracker co-product supply and






