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Jan 30
Capacity rationalization in global ethylene is accelerating, with ~30% of announced closures coming in the last 12 months and a 'domino effect' expected to lead to more. — Indicates that the supply/demand imbalance may be resolving faster than expected, potentially benefitting all ethylene producers by flattening the global cost curve for LYB's cost-advantaged assets.
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Buzzberg tracks DOW (Dow Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Peter Vaneker.