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The global ethylene cost curve in a $100/bbl world
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The recent rise in the oil price could lead to significant repercussions in the global petrochemicals industry. Brent crude oil has breached and is currently flirting with $100/bbl. Wood Mackenzie’s base-case global ethylene outlook over the coming industry cycle to 2025, includes a period of below mid-cycle utilisation rates. This view is built around a large and sustained build of capacity, particularly in Asia Pacific, relative to underlying global demand growth levels. This report discusses: the overall shape of the cost curve in a $100/bbl oil pricing environment; the key factors driving the four quartiles of the global ethylene cost curve; overall regional winners and losers in terms of competitive positioning.
Table of contents
- Introduction
- Global ethylene cost curves
- Our take
- Final thoughts
Tables and charts
This report includes the following images and tables:
- 2022 global ethylene cost curve at $100/bbl oil case
What's included
This report contains:
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