Global Market Analysis
General Thoughts: US spot ethylene margins are at/near YTD highs as production issues spurred prices and costs declined – the US ethylene advantage to remain
August 9, 2024
No Comments
General Thoughts: US spot ethylene margins are at/near YTD highs as production issues spurred prices and costs declined – the US ethylene advantage to remain
This week, we hit another high in the relative attractiveness of producing ethylene and natural gas derivatives in the US versus the rest of the
General Thoughts: USGC ethane prices declined to a fresh YTD low and fell relative to Ex-US naphtha values this week, further lifting the North American
General Thoughts: Aluminum is an example of a critical mineral that saw a sharp price decline in July as green sector and Chinese demand failed
General Thoughts: US spot polyolefin margins have surged to a YTD high, with US spot polyethylene (PE) prices rising with global markets, while its US
General Thoughts: We discuss the Shell 2Q business update and its global strategic movements as we see global energy and chemical sector restructuring activity staying
Government interventions are rising globally, whether to encourage climate-related behavior or address trade and national security issues. The risk is that inefficiency and redirected capital
General Thoughts: From overseas trips presenting our research to clients to expanding the C-MACC/PXi polymer price expectations service, the summer will be busy at C-MACC
Chemical Market Trends: Global spot prices continue to show strength in North America relative to average levels abroad, as production concerns and feedstock strength are
1st Topic of the Week: The drive for plastics recycling is too prescriptive and will likely drive too much expense for products that may also
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
