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
General Thoughts: Farmer cost discipline will dominate through 2026 as oversupplied US crop markets and constrained sales channels pressure ammonia-based fertilizer demand amid a likely
General Thoughts: Global polyolefin margins have fallen into October, as polyolefin spot prices have moderated while global feedstock costs, most notably in the US, increased
General Thoughts: We discuss US avg. spot polypropylene (PP) prices relative to domestic spot propylene (PGP), avg. NW Europe and Asia levels, and global cost-curve
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