Chemical

Market Advisory Service -North America Polyethylene

Chemical

  • Market Overview
  • Strategic Analysis
  • Key Features

Market Overview

Duration: Short-term – 2-year price forecast and market outlook

The North American market is facing unprecedented global oversupply, as is the entire world, however North America is expected to benefit from its advantaged access to ethane gas compared to many global PE producers who rely on oil-based naphtha. New capacity continues to ramp up heading into 2024 and exports are becoming the equivalent of domestic sales on a monthly percentage basis. Domestic demand growth is expected to return in 2024 but at a tapered pace. Exports will be key to support industry operating rates, which are expected to be some of the highest in the world. Overall, integrated margins will be challenged versus prior years, but the ethane advantage to naphtha is expected to support some of the highest margins in the world through the forecast.

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 provides comprehensive coverage of commodity polyethylenes (High Density, Linear Low Density, and Low Density) in North America. The report provides a detailed analysis of the supply and demand fundamentals impacting prices, margins, and trade in the region. Recycle prices for High-Density post-consumer recycling are also covered. Clients are provided weekly updates and a monthly summary report. Clients are also encouraged to have regular dialogues with their regional experts.

Understanding both short-term and long-term price forecasts is critical to successful budget planning. Let our market experts help plan for the unexpected through regular client interactions.

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

  • HDPE
  • LDPE
  • LLDPE

GLOBAL WEEKLY MARKET SNAPSHOT

This weekly summary includes spot prices for key PE grades (HDPE, LLDPE, and LDPE) and PP homopolymer across North America, South America, West Europe, and Asia Pacific. Additionally, a brief highlight key trends in each region.
Publication Timing: Friday with adjustments for holidays

GLOBAL MONTHLY MARKET REPORT

This report provides comprehensive insights into price dynamics, profit margins, trade considerations, and operational challenges affecting the industry. It discusses the current supply and demand conditions for resin and end-use markets, analyzes purchasing trends, forecasts changes in polymer and end-use product inventory, and assesses events that may impact future markets.
Publication Timing: First week of the month

MARKET FOCUS REPORT

This report delves into further research on crucial and current challenges confronting the plastics industry. Previous areas of analysis encompass topics such as recycling markets, trade conflicts, the effects of weather events, and other pertinent industry issues.
Publication Timing: Periodic

ACCESS TO SUBJECT MATTER EXPERTS

Personal telephone and/or email discussions, and meetings on the subject matter covered in the monthly report.

SUPPLY & DEMAND

Short-term production news updates, production statistics, plant-by-plant operating schedules, and long-term structural supply changes. End-use analysis across the diverse range of end-use sectors plus macro industry trend analysis.

Region
  • North America
Chemical
  • High-Density Polyethylene (HDPE)
  • Linear Low-Density Polyethylene (LLDPE)
  • Low-Density Polyethylene (LDPE)

TRADE

Trade statistics, global trade analysis, freight estimates, tariffs, and sanction tracking.

REGULAR WEBINARS

Regular global webinars on PE and PP alternate, featuring access to experts worldwide. These one-hour presentations, including Q&A sessions, involve subject matter experts discussing significant trends in their respective regions. Updates on pricing forecasts and supply-demand balances are also provided.

Need an even longer-term outlook and more comprehensive information about this chemical?

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