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Low-Carbon Fuels: Pricing Power Is Shifting
Low-carbon fuels are entering the second half of 2026 with firmer price support. But production capacity alone is no longer telling the full story.
Biofuels and Feedstocks | Chemicals | Forest Products | Pulp and Paper
2 min read
Low-carbon fuels are entering the second half of 2026 with firmer price support. But production capacity alone is no longer telling the full story.
2 min read
Despite being underpinned by continued military pressure and an oil blockade, the return to US–Iran peace talks has helped take some of the heat out...
3 min read
Escalating conflict in the Middle East is once again injecting volatility into global energy markets. While the immediate impacts are being felt in...
4 min read
The EPA’s latest Renewable Fuel Standard (RFS) update is more than a policy milestone; it’s a market inflection point.
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Asian aromatics markets rose sharply in July as crude strengthened, regional supply tightened and export opportunities improved, although downstream...
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China’s nylon 6 and methanol markets experienced sharp cost-driven swings, but weak demand and high inventories continue to constrain upside.
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East Asian olefins and derivatives reversed early-summer declines in July as crude and feedstock costs increased, even as downstream markets entered...
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Higher oil prices lifted China’s phenol chain again in July, but the response was far more restrained than in March because overcapacity and weak...
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Across Chinese plasticizers, chlor-alkali and polyols, rising feedstock costs created short-term price support, but weak downstream demand remains...
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Higher oil and feedstock costs supported a July rebound in Chinese maleic anhydride, acrylonitrile and ABS, although weak summer demand continues to...
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Temporary export surges and feedstock shocks lifted several Chinese chemical markets in H1 2026, but structural oversupply quickly reasserted itself.
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Geopolitical premiums have faded across several Chinese petrochemical chains, leaving supply, demand and producers’ ability to pass through costs as...