Sunday Executive Summary
Trade fractures are posing challenges to US and Canadian PE cost positions, as Brazil’s ADDs, India’s tariffs, and Turkey’s discounts force its producers into compressed
August 31, 2025
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Trade fractures are posing challenges to US and Canadian PE cost positions, as Brazil’s ADDs, India’s tariffs, and Turkey’s discounts force its producers into compressed
Global Market Analysis If Policy Writes The Rules, Do Costs Still Matter? Key Findings Exhibit 1: Global oil, regional gas: market structure and policy drive
General Thoughts: Western spot methanol prices have increased in 2024 in absolute terms and relative to Asia, benefiting cost-advantaged producers but hurting non-integrated derivative product
General Thoughts: Western methanol markets tightened substantially relative to Asia in 1H24, partly due to production issues. North American methanol producers currently enjoy some of
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