Texas is forcing data center demand through a credibility test, showing why project maturity, customer commitments, power access, and progress deserve more weight than headline
Route control sets the margin gate as low-cost supply realizes less value when access owners or customers govern timing, price, outlet choice, and demand commitment
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
Purchase this report or request a trial
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
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
