
Managing the Global Butadiene Surplus Amid Market Upheaval
OPIS TALKS CHEMICALS:
Driven by prolonged durable goods weakness, inflexible cracker economics, and shifting interregional trade flows, the global butadiene market faces mounting structural imbalances that are pushing recovery expectations out to 2028.
In this episode of the C4 Olefins series on OPIS Talks, Mariana Santos Moreira, Thought Leadership Director, and Bill Hyde, Head of Olefins at Dow Jones Energy, explore three critical dynamics: how high vehicle financing rates and geopolitical headwinds continue to delay an automotive-led demand rebound, why US ethane crackers must aggressively…
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