Base Chemical Global Analysis
General Thoughts: The export of US ethane for use as a cost-effective ethylene production feedstock abroad is an ongoing development, but potential US actions toward
March 10, 2025
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General Thoughts: The export of US ethane for use as a cost-effective ethylene production feedstock abroad is an ongoing development, but potential US actions toward
General Thoughts: Global spot polymer prices were, on average, lower WoW, with US and European prices falling relative to Asia – crude oil price weakness
With potential new US tariffs taking effect this week on Mexico, Canada, and China, retaliatory risks are also rising that could disrupt supply chains, pressure
General Thoughts: Global ethylene market oversupply is resulting in the restructuring and closing of some high-cost capacity, but strategic activities to source cheap feedstock and
General Thoughts: The global chemical production cost curve reflects a flattening pattern YTD, with futures implying flatter conditions ahead. We discuss the general setting and
General Thoughts: US PE prices have risen in March, driven by factors outlined in our February polymer price expectations report, and our near-term view of
General Thoughts: Western governments and news agencies appear mainly focused on absolute inflation levels, but relative inflation levels are the most likely to impact trade
General Thoughts: Chinese consumer price deflation YoY in January 2024 is a plus for its exports and global consumers but negative for Western manufacturers and
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