Asia olefin players open their 2026 contract talks at a trade conference Xi’an, China, this week, with fundamentals in oversupply and supply pressure likely to ramp up in 2026.
- Asia ethylene will continue grappling with oversupply from new capacities in 2026
- Arbitrage flows could be here to stay with supply imbalances in southeast Asia
- Asia propylene wrestles with propane challenges, squeezed margins
- Availability of US propane a key concern for 2026
- 2025 Enmore Contract Season trade conference took place this week in Xi’an, China
Podcast by Josh Quah and Julia Tan
Editing by Will Beacham