Key Petrochemical Trends
to Watch
2020 was a Wild Ride
China self-sufficiency
is accelerating
- Which exporters to China are likely to lose market position?
- Between which regions or countries will trade diminish?
- Will China become less reliant on the external world?
Low fuel demand throwing companies for a loop
- Who might be impacted the most?
-
Which oil companies/refineries are
building petrochemical assets? -
Which petrochemical companies
might integrate further downstream?
New technology use picking
up speed
- How might capacity investment shift to low-cost, large demand markets?
- Where might we see CTC technology emerging?
- How might this impact trade flows?
Markets are becoming
more protectionist
- Which countries are applying ADD/Tariffs?
- How might this impact the cost of shipping chemicals?
- What does this mean for exporters?
