Episode 1219
Episode 1219: PODCAST: Weather, demand factors impact arbitrage for US ethylene into Asia
SINGAPORE (ICIS) -- In this podcast, Asia ethylene editor Josh Quah and analyst Aliena Huang disc...
ICIS - chemical podcasts · ICIS - chemical podcasts
July 18, 20246m 22s
Audio is streamed directly from the publisher (icisnews-europe.podomatic.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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