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Will tariffs crush the North American Polyethylene (PE) production rates?
Short Answer: NO Long Story: In spite of the announced tariffs and counter-tariffs, North American polyethylene resin producers still enjoy enough of a feedstock advantage (ethane cracking advantage vs naphtha cracking) to be able to run full and export to the world their production that is in excess of domestic demand. With what is announced to date, only China is becoming cost prohibitive (after tariffs) for the US exporters. However, US exports to China account for (only)
Jun 13, 20251 min read
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