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StratLibrary - Industrial Periodical (ODM) (WI-ODM-31072025-R00)

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Mixed Markets, Rising Crude and Uneven Olefins Margins

This issue examines how rising crude prices and heightened geopolitical risk increased volatility and uneven margin performance across olefins and polymers. Crude rose on geopolitical risk while gas and coal stayed weak. Olefins and polymers saw mixed pricing, with uneven margins across regions amid outages, soft demand, and higher feedstock volatility.