Global Market Analysis
General Thoughts: US spot ethylene and propylene production margins significantly strengthened in July, and we discuss why we see more risk in US spot propylene
July 30, 2024
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General Thoughts: US spot ethylene and propylene production margins significantly strengthened in July, and we discuss why we see more risk in US spot propylene
General Thoughts: Our fundamental view towards most domestic petrochemical markets is negative; however, uncertainties surrounding weather events, global demand, and oil prices could create a
General Thoughts: Western polyolefin price strength following 4Q23 global logistical constraints, supply cuts, and recent cost curve movements are benefiting its producers and, most notably,
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
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