July 14, 2026 12:06 AM GMT Investor Presentation | Japan Chemicals: Industry Reshuffling also Gaining Steam amid an AI-driven Market l Petrochemical majors (Industry View: Attractive): Expecting continued weak petrochemical demand and ethylene utilization rates, but in addition to China's anti-involution policies, there are signs of naphtha cracker downsizing in South Korea; believe the overall mood is improving. Asia petchem prices and spreads unlikely to fall further, but probably lack recovery momentum. ...

July 13, 2026 01:09 PM GMT Advanced Petrochemicals | Europe Off The 2Q26 Call Bottom-line: slightly positive. Management was constructive on the Q3 production / sales recovery and the shift toward premium co-polymers, but Q&A focused on whether logistics capacity and end-demand can absorb higher output. Plants can run at nameplate capacity and Q3 spreads should be stable q/q, but sell-through may be limited to 80–90% and trucking shortages could push freight costs above guidance. # Q2 Performance. Propane p ...

July 13, 2026 04:03 AM GMT Chemicals | North America Weekly Chains Update North America Polyethylene (PE) market update: spot domestic prices were -7cpp to -6cpp week-over-week (FOB Houston, railcar), and spot export prices were -4cpp to -3cpp week-over-week (FCA Houston, railcar). June contract prices were reported down -15cpp month-over-month. We expect that the settlement was below consensus expectations (which we believe were ~-10cpp). Reports indicated that markets were quiet this week with buyers cont ...