Global Market Analysis
General Thoughts: Easing mortgage rates and falling material costs prime housing’s turn, setting the stage for 2026 PVC and PU demand growth as integrated leaders
September 18, 2025
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General Thoughts: Easing mortgage rates and falling material costs prime housing’s turn, setting the stage for 2026 PVC and PU demand growth as integrated leaders
As chemical companies all talk about a better second half of 2024, we question whether the sell-side will simply rebroadcast that theme or do any
US spot benzene prices have surged relative to Asia and Europe since late 2H23, putting its domestic non-integrated buyers at risk of margin pressure in
General Thoughts: US polypropylene (PP) spot price support relative to Europe and Asia is due to upstream outages and production cuts – a near-term plus
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