Insights / News vs. Numbers
BASF Zhanjiang Ethylene derivative(MEG) outage shows why crude shocks do not pass proportionately into Petrochemical products
The 2026 crude and naphtha shock did not pass proportionately through the petrochemical chain. Petrochemical chains don’t simply transmit an oil shock—they allocate it. Some of the shock appears in higher product prices, some in compressed producer margins,…
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