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StratLibrary - Industrial Periodical (ODM) (WI-ODM-30062025-R00)

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Falling Feedstocks, Mixed Olefins and Polymer Margins

This issue examines how falling feedstock costs interacted with outages and weak demand to produce mixed margin outcomes across the value chain. Crude, gas, coal and naphtha declined, easing costs. Olefins margins were mixed amid outages and weak demand, while PE, PP and MEG margins mostly softened across regions.