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ODM: Geopolitical Supply Disruptions Drive Olefins Price Surge

Publisher Worley Insights
Published Apr 30, 2026
Length 77 Pages
SKU # WOI21186509

Description

The Olefins Derivatives Monitor (ODM) delivers a streamlined, month by month readout of developments across the olefins and derivatives value chain. By tracking shifts in feedstock costs, product pricing, margins, trade route economics, and operational activity, each issue surfaces the fundamentals driving competitiveness across ethylene, propylene, polyethylene, polypropylene, and MEG.

This issue examines how severe Middle East disruptions triggered record crude and feedstock prices, driving sharp olefins and polymers price increases while creating uneven margin outcomes across regions and production routes.

Table of Contents

77 Pages
1. Highlights
2. Monthly Data Snapshots
3. Feedstock Prices
3.1 Crude Oil
3.2 Natural Gas
3.3 Coal
3.4 Naphtha
3.5 Ethane
3.6 NGL
4. Ethylene
4.1 Price Movement
4.2 Production Cost and Margin
5. Propylene
5.1 Price Movement
5.2 Production Cost and Margin
6. Polyethylene
6.1 Price Movement
6.2 Cost of Supply and Margin – Exports to Asia
6.3 Cost of Supply and Margin – Exports to NWE
6.4 Cost of Supply and Margin – Exports to Latin America
7. Mono Ethylene Glycol
7.1 Price Movement
7.2 Cost of Supply and Margin – Exports to Asia
7.3 Cost of Supply and Margin – Exports to NW Europe
7.4 Cost of Supply and Margin – Exports to Latin America
8. Polypropylene
8.1 Price Movement
8.2 Cost of Supply and Margin – Exports to Asia
8.3 Cost of Supply and Margin – Exports to NWE
8.4 Cost of Supply and Margin – Exports to Latin America
9. Marginal Ethylene Value and Cash Flow Returns in Derivatives
9.1 Saudi Ethane
9.2 USGC Ethane
10. Appendices
10.1 Appendix 1: Feedstock Costs and Product Prices (US$ Per Metric Ton)
10.3 Appendix 3: Propylene Production Costs (US$ Per Metric Ton)
10.4 Appendix 4: Polyethylene Production Costs (US$ Per Metric Ton)
10.5 Appendix 5: MEG Production Costs (US$ Per Metric Ton)
10.6 Appendix 6: Polypropylene Production Costs (US$ Per Metric Ton)
10.7 Appendix 7: Definition of Leader Petrochemical Complexes in the Olefins &
Derivatives Monitor Report
11. Worley Consulting Overview
12. Ethylene Cracker Energy and CO2 Emissions Management Services
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