Plastic Cracker Daily

Plastics drive most of the growth in oil demand. This is the daily brief on the polymer side of the barrel, written for oil traders by Morgan Downey.

• China exchange stocks. Dalian warehouse receipts for PE, PP, PVC, MEG and LPG, every trading day.
• The plastic crack. PE and PP over naphtha, China PDH, the US ethane cracker: spreads you can rebuild from the formulas we print.
• Arbs. US propane to Asia, naphtha East-West, and propane against naphtha in the cracker feed slate.
• Oil implication. What the day means for naphtha, LPG and ethane demand, in three lines.

Two editions: Asia, before China opens, on what the US and Europe did; EMEA & Americas, before the Americas open, on what Asia did. In English or Chinese.

Published by Wooden Table Press LLC. Past issues. Not trade advice.