Global Market Analysis
General Thoughts: A global petrochemical power shift is underway—collapsing costs, currency and trade chaos, and a slowing green push collide to reshape trade, challenge US
April 15, 2025
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General Thoughts: A global petrochemical power shift is underway—collapsing costs, currency and trade chaos, and a slowing green push collide to reshape trade, challenge US
General Thoughts: US ethanol producers face negative margins amid overproduction, with biofuel policy support in the US as a potential demand driver positioned to tighten
General Thoughts: We discuss takeaways from a few global chemical sector earnings reports, which mostly expect a weak 4Q24 but anticipate improvement in 2025 –
General Thoughts: Global refinery and ethylene production margins have fallen considerably from the YTD highs. Refinery margin outlooks are mostly linked to demand, while overexpansion
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
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Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
Purchase this report or request a trial
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
General Thoughts: US spot polymer prices, on average, have increased from mid-2Q24 lows amid a mixture of production and logistic issues and efforts to stock
General Thoughts: The C-MACC/PXi polymer price service was created to provide more clarity into transacted prices – confusion surrounding the US PE market and April
General Thoughts: Most global chemical sector outlooks expect modest business improvement in 2Q24 relative to 1Q, followed by more significant improvement in 2H24 based on
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