Polymer Market Trends: Global spot polymer prices mainly were lower WoW amid supply improvement and weak demand, with the upstream costs of Ex-US integrated producers,
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
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General Thoughts: We discuss the potential impacts of polyethylene (PE) and polyvinyl chloride (PVC) from the US East and Gulf Coast labor strikes, as it
Daily Chemical Reaction Lovin’ You To Pieces – A Tough Setting To Unlock Value, But Still Likely The Right Move For BASF! Key Findings Exhibit
General Thoughts: The expansion of projects to move natural gas from low- to high-cost regions is accelerating, and so are high-cost chemical producer ambitions to
Chemical Market Trends: Global spot propylene price weakness WoW adds to the downward trend since mid-August. Global ethylene markets have seen more relative price support,
The likelihood of a wave of M&A following ADNOC/Covestro is not high, as valuations are not aligned for deals that would make sense, and few
General Thoughts: The global polyethylene (PE) market reflects oversupply, and this setting appears more likely to worsen between now and year-end 2030 than improve as
Chemical Market Trends: We highlight the announced Methanex acquisition of OCI Global methanol assets, US methanol prices at a premium to Asia, and flag strength
Chemical Market Trends: US integrated spot ethylene margins and US spot PDH unit margins increased last week as costs declined while ethylene and propylene prices
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