Depressed consumer sentiment and weak business expectations imply demand will not offset oversupply, with 2026 outcomes more likely to be determined by restructuring discipline rather
Structure, not scale, determines valuation, capital access, and resilience as oversupply, policy volatility, and higher rates punish complexity yet reward clarity, focus, optionality, disciplined execution,
Europe’s manufacturers stand at a crossroads: high power costs, ETS allowances phasing out by 2034, and 2026 CBAM import levies, forcing firms to model carbon
General Thoughts: Ethylene market dynamics reveal a profound shift: competitiveness increasingly depends on policy, scale, and strategic integration rather than cost alone amid rising divergence
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