Navigating a new margin environment and demand-supply imbalance in PE and PP markets. 2026-2028 Forecasts.

Exclusive 2026-2028 Forecasts

The global polyolefins market is currently weathering a perfect storm. As structural oversupply continues to weigh on the industry, the sudden escalation of regional conflicts has created a high-volatility environment that threatens to delay the recovery of global margins. Join us for a strategic Webinar on how to navigate the 2026–2028 cycle and identify the risks and opportunities in an unbalanced market.

Main Topics for Discussion:

• Key market and macro assumptions: An analysis of the underlying economic drivers shaping the next three years.
• S/D and margin dynamics for PE globally. A detailed look at the Polyethene sector, where massive new capacity additions are clashing with a slower-than-expected demand recovery.
• S/D and margin dynamics for PP, globally. The Polypropylene market faces its own unique set of challenges, particularly regarding propylene availability and the diversification of production technologies.
• Impact of the Iran conflict: A critical assessment of current geopolitical tensions. We will explore how the disruption of transit routes and the resulting "risk premium" on crude oil are shifting the global cost curve.
• Implications for the Caspian region: What does this global instability mean for the emerging petrochemical hubs in Central Asia and the Caspian? We will discuss the region’s strategic potential as a stable alternative supplier and how shifting trade corridors might accelerate local project timelines.

About the Speaker:

Luca Raffellini, Head of Chemicals Consulting (Europe and Africa), S&P Global Energy

Luca leads the chemical advisory practice for Europe and Africa at S&P Global Energy. With nearly 30 years of industry experience, he is a leading authority on management consulting within the chemical sector, specifically focusing on corporate strategy, commercial excellence, and the energy transition. Luca’s expertise provides senior executives with the clarity needed to make investment decisions in high-uncertainty environments.