General Thoughts: Higher output need not bring equal price relief,...
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General Thoughts: Higher output need not bring equal price relief,...
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Refinery upgrades and restarts signal confidence in existing assets, but...
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1st Topic of the Week: Power storage growth is shifting...
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General Thoughts: Europe’s power surge strengthens incentives for new supply...
Read MoreGeneral Thoughts: Higher output need not bring equal price relief, as coproduct values shape cracker economics and industrial nitrogen sales can absorb ammonia otherwise available
Refinery upgrades and restarts signal confidence in existing assets, but today’s strong fuel margins do not establish that new refineries can justify their construction costs
1st Topic of the Week: Power storage growth is shifting capital across energy and chemicals, as battery chemistry changes material demand and sourcing rules reshape
General Thoughts: Europe’s power surge strengthens incentives for new supply but risks pushing industrial investment abroad, further separating utility growth opportunities from prospects for industrial
General Thoughts: China’s Dalian futures have strengthened, with PVC’s curve firmer against current prices than PP and LLDPE, while persistent global cost pressures challenge expectations
Polystyrene – October 2026 – Monthly Price Expectation Report
Polyvinyl Chloride – October 2026 – Monthly Price Expectation Report
Polypropylene – October 2026 – Monthly Price Expectation Report
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