In this discussion, Josh Quah, an Asia ethylene market expert, and analyst Aliena Huang dive into the intricacies of ethylene arbitrage between the US and Asia. They reveal how recent storms and affordability issues may hinder spot trades, while term arrivals for July remain strong. The pair also explores the unique dynamics affecting the US-China arbitrage, seasonal trends, and the impact of global logistical challenges like congestion at the Panama Canal, hinting at a return to normalcy later this year.
