- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
The North American polyethylene (PE) market is facing unprecedented domestic competition from new suppliers and added capacity at a time when the global industry continues to struggle with significant oversupply relative to demand. Despite these challenges, North America is expected to maintain a structural advantage due to its competitively priced ethane feedstock, in contrast to many international PE producers reliant on oil-based naphtha.
Additional capacity is set to reshape the regional landscape, with the Golden Triangle project, a joint venture between Chevron Phillips Chemical and QatarEnergy, scheduled to bring a 2-million-metric-ton high-density polyethylene (HDPE) plant online in the second half of 2026. As supply grows, exports will become increasingly important to balancing the North American market, elevating the significance of tariffs, trade policies, and antidumping duties for regional producers.
While integrated margins are expected to remain under pressure compared with previous years, North America’s ethane-to-naphtha cost advantage is projected to support some of the highest polyethylene margins globally throughout the forecast period.
Comprehensive monthly market price, supply, demand, and trade data and analysis for:
- High-Density Polyethylene (HDPE)
- Linear Low-Density Polyethylene (LLDPE)
- Low-Density Polyethylene (LDPE)
Strategic Analysis
Duration: Short-term – 2-year price forecast and market outlook
The North American Polyethylene Report delivers comprehensive coverage of commodity polyethylene markets—including High-Density (HDPE), Linear Low-Density (LLDPE), and Low-Density (LDPE)—across the North American region. The report provides detailed analysis of supply–demand fundamentals, pricing trends, margin performance, and regional trade flows. It also includes insights into recycled polyethylene markets, featuring pricing for post-consumer recycled (PCR) High-Density PE.
Clients receive weekly market updates and a monthly summary report, and are encouraged to engage in regular discussions with regional experts to deepen understanding and support strategic decisions.
Accurate short-term and long-term price forecasts are essential for effective budgeting and planning. Through ongoing client interaction, our market experts help organizations anticipate market volatility, prepare for unexpected developments, and optimize decision-making across the North American polyethylene value chain.
Key Features
Duration: Short-term – 2-year price forecast and market outlook
PRICES COVERED
Contract and spot price summary with a brief review of current market conditions
Chemicals covered : High-Density Polyethylene (HDPE), Linear Low-Density Polyethylene (LLDPE) and Low-Density Polyethylene (LDPE)
WEEKLY MARKET SNAPSHOT
This weekly summary provides spot pricing for major polyethylene (PE) grades, HDPE, LLDPE, and LDPE, as well as polypropylene (PP) homopolymer across North America, South America, West Europe, and the Asia Pacific region. In addition, the report includes a concise highlights section outlining the key market trends and developments in each region, offering a clear and timely snapshot of global polyolefin market conditions.
MONTHLY MARKET REPORT
This report delivers comprehensive insights into price dynamics, margin performance, trade considerations, and key operational challenges influencing the plastics and polymers industry. It examines current supply–demand conditions for resin and major end-use markets, analyzes purchasing behavior and inventory strategies, and provides forecasts for changes in polymer and finished-product inventories. The report also evaluates market events and emerging factors that may shape future industry conditions, supporting informed planning and strategic decision-making across the global polymer value chain.
MARKET FOCUS REPORT
This report provides deeper research and analysis on critical and emerging challenges facing the global plastics industry. Previous areas of focus have included developments in recycling markets, international trade conflicts, weather-related disruptions, and other key issues influencing supply–demand dynamics, market competitiveness, and long-term industry sustainability.
ACCESS TO SUBJECT MATTER EXPERTS
Clients receive direct, one-on-one access to industry experts through phone consultations, email support, or scheduled meetings to discuss the key insights featured in the monthly market report. This personalized advisory service enables subscribers to deepen their understanding of market fundamentals, price drivers, and supply–demand dynamics, while clarifying complex data points and analysis. It also provides tailored perspectives on region-specific market trends, empowering clients to make more informed, strategic decisions across the global petrochemical value chain
SUPPLY & DEMAND
This service delivers short-term production news, up-to-date production statistics, and detailed plant-by-plant operating schedules, along with coverage of long-term structural changes in global supply. It also features in-depth end-use market analysis across a wide range of downstream sectors, supported by comprehensive reviews of macro-level industry trends. These insights help clients anticipate market shifts and make informed strategic decisions in the evolving global landscape.
Region covered : North America
Chemicals covered : High-Density Polyethylene (HDPE), Linear Low-Density Polyethylene (LLDPE) and Low-Density Polyethylene (LDPE)
TRADE
This service delivers comprehensive global trade intelligence for the aromatics market, offering the latest trade statistics, detailed global trade flow analysis, and freight rate estimates across major shipping routes. It also provides continuous monitoring of tariffs, sanctions, and regulatory developments impacting the movement of aromatics and related petrochemicals. These insights enable stakeholders to evaluate geopolitical and policy risks, strengthen compliance, and optimize their global supply chain and market positioning strategies across the aromatics value chain.
WEBINAR
Client webinars provide in-depth intelligence on critical chemical market developments, offering timely insights into global economic trends, supply–demand dynamics, trade flows, and other key factors shaping the petrochemical and energy value chain. Each session features expert analysis from industry specialists and delivers actionable perspectives on current market movements. These interactive webinars also enable clients to engage directly with our Subject Matter Experts (SMEs) through live Q&A sessions, supporting clearer understanding, stronger strategic planning, and more informed decision-making across the chemical industry.