General Thoughts: The substantially advantaged US ethylene cost position and recent production issues impacting domestic merchant ethylene supplies favor US ethylene capacity expansions and value-chain
North American commodity chemical profits have risen relative to the start of 2023, exceeding low mid-year expectations in 3Q23, as the global production cost curve
We discuss the China polypropylene price decline MTD, highlighting more production, demand concerns, and its ability to source discounted Russian crude/feedstocks – a problem for
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