• Episode 1219: PODCAST: Weather, demand factors impact arbitrage for US ethylene into Asia

  • Jul 18 2024
  • Length: 6 mins
  • Podcast

Episode 1219: PODCAST: Weather, demand factors impact arbitrage for US ethylene into Asia By cover art

Episode 1219: PODCAST: Weather, demand factors impact arbitrage for US ethylene into Asia

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  • Summary

  • SINGAPORE (ICIS) -- In this podcast, Asia ethylene editor Josh Quah and analyst Aliena Huang discuss the factors impacting arbitrage flows of ethylene from the US to Asia.

    • Spot arbitrage window between US and Asia closed but term arrivals for July remain healthy
    • Storm Beryl, low affordability in Asia, may keep spot arbitrage trades closed into Aug
    • Panama Canal traffic levels expected to return to pre-congestion levels by Oct
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