PODCAST: Weather, demand factors impact arbitrage for US ethylene into Asia
Damini Dabholkar
18-Jul-2024
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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