Argus Media

Chemical Conversations: Changing Ethylene Dynamics Across Global Markets

Listen Later

In this episode of Chemical Conversations, Argus experts Alan Williamson, Toong Shien Lee and Michael Camarda offer a region‑by‑region view of the factors reshaping global ethylene markets in 2026.

Listen to the latest episode to:

  • Understand how regional supply length and shifting trade flows are shaping near‑term market balance.
  • Examine how narrowing naphtha-ethylene spreads and reduced South Korean cracker run rates are affecting short‑term regional supply dynamics.
  • Hear how Europe’s cost structure, ETS exposure and rationalisation activity are influencing competitiveness.
  • Explore how rising global capacity additions are affecting North America’s export position and derivative margins.

    • If you'd like to discuss any of these updates in more detail, book a meeting with our Argus Olefins experts at AFPM's IPC by clicking here. Please can you hyperlink this to mailto:[email protected]

    Additionally you can find out more about Argus’ Light Olefins services, including Argus Ethylene, Argus Olefins Outlook and Ethylene Analytics, which provide independent assessments of global balances, cost structures and capacity developments. Learn more here.

    ...more
    View all episodesView all episodes
    Download on the App Store
    Argus MediaBy Argus Media
    • 4.1
    • 4.1
    • 4.1
    • 4.1
    • 4.1

    4.1

    11 ratings

    More shows like Argus Media

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,243 Listeners

    Fareed Zakaria GPS by CNN Podcasts

    Fareed Zakaria GPS

    3,471 Listeners

    Exchanges by Goldman Sachs

    Exchanges

    971 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,075 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,168 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    2,005 Listeners

    Energy Gang by Wood Mackenzie

    Energy Gang

    1,247 Listeners

    Columbia Energy Exchange by Columbia University

    Columbia Energy Exchange

    399 Listeners

    Oil Markets by S&P Global Commodity Insights

    Oil Markets

    28 Listeners

    ICIS - energy podcasts by ICIS Energy

    ICIS - energy podcasts

    2 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,316 Listeners

    The Journal. by The Wall Street Journal & Spotify Studios

    The Journal.

    6,111 Listeners

    The HC Commodities Podcast by Paul Chapman, HC Group

    The HC Commodities Podcast

    155 Listeners

    Reuters World News by Reuters

    Reuters World News

    308 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    196 Listeners