Insight
Global olefins: 6 key sensitivities to our supply outlook
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Driven by ongoing coronavirus outbreaks, the Russia/Ukraine war, significant energy volatility, weakening macroeconomic indicators and constrained global logistics channels, the global olefins industry is moving through a perfect storm of risk. This insight will focus on how these combined factors could play into the profile of global olefins capacity through the 2020s. Our base case in general follows a profile of over-investment in the first half of the decade, followed by under-investment in the second half of the decade. The insight will address how 6 key sensitivities could influence our base case April 2022 SPO supply outlooks.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Global oil supply short-term update - October 2025
OPEC+ begin to unwind next tranche of cuts. We assume only a partial return of volumes due to a weakening outlook for prices.
$1,350
Insight
Fibres sustainability feed
Wood Mackenzie’s fibres sustainability outlook – a live feed of our latest research
$900
Insight
Global Oil Supply 10-year investment horizon outlook 2025
Oil demand remains resilient, with energy security and affordability key aspects in the transition to low-carbon energy
$1,350
