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StratLibrary - Industrial Periodical (ODM) (WI-ODM-29052026-R00)

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Supply Tightness Sustains Price Gains and Lifts Margins

This issue examines how supply tightness and Middle East disruptions sustained higher crude, naphtha, and olefins prices, lifting margins across ethylene, propylene, PE, MEG, and PP, with some variability across regions and production routes.