Argus Media

Chemical Conversations: Changing Ethylene Dynamics Across Global Markets

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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.

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