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ODM: Lower Feedstock Costs Drive Divergent Margin Outcomes

Publisher Worley Insights
Published Jun 30, 2026
Length 72 Pages
SKU # WOI21395206

Description

About This Publication:
The Olefins & Derivatives Monitor (ODM) is a monthly market intelligence publication covering developments across the global olefins and derivatives value chain. Each issue provides a structured assessment of feedstock markets, olefins, and major derivative products, helping readers understand how changes in pricing, costs, supply, demand, trade, and operating conditions affect industry competitiveness. Coverage includes crude oil, natural gas, coal, naphtha, ethane, NGLs, ethylene, propylene, polyethylene, monoethylene glycol (MEG), and polypropylene. Analysis is developed by Worley Insights analysts with engineering, economics, and industrial consulting backgrounds and is supported by Worley’s broader technical and industry expertise.

Scope:
Each monthly issue includes market highlights, monthly data snapshots, feedstock pricing, product pricing, production costs, cash margins, trade route economics, outage and restart tracking, supply chain developments, regional market intelligence, and cost competitiveness assessments. Coverage includes crude oil, natural gas, coal, naphtha, ethane, NGLs, ethylene, propylene, polyethylene, monoethylene glycol (MEG), and polypropylene. Analysis includes pricing trends, production cost benchmarking, margin analysis, delivered economics into key trade destinations, derivative value chain assessments, and comparative cash flow returns for export-oriented producers across major global markets. Coverage includes North America, Latin America, Western Europe, Asia, and the Middle East.

Strategic Questions Addressed in this Publication:
• What developments are driving changes in feedstock, olefins, and derivative market fundamentals?
• How are prices, production costs, and margins evolving across regions and trade routes?
• Which producers and production pathways are most competitive under current market conditions?
• How are outages, restarts, trade flows, and logistics disruptions affecting supply and profitability?
• Which derivative markets currently provide the strongest economic returns for producers?

Table of Contents

72 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)
10.2 Appendix 2: Ethylene Production Costs (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 Insights
12. Ethylene Cracker Energy and CO2 Emissions Management Services

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