Bulletin Updates

South Korea’s ethylene spread turns negative as new Indian capacity joins the Asian oversupply threat – 12 Aug 2026

Aug 12, 2026

South Korea’s ethylene spread turned negative at about minus $13/tonne in July, highlighting structural oversupply as new Indian capacity joins Asian supply growth. For India, the risk is that stressed regional producers dump cheap cargoes, turning domestic integration into a margin squeeze unless utilisation and polymer spreads hold firm.

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