Episode 31
Tariff Reset & Structural Risk in North American Resin Markets
February 23, 20263m 14s
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Show Notes
The Supreme Court just reshaped U.S. tariff authority, eliminating IEEPA as a tool for broad-based tariffs. What does that mean for polyethylene, polypropylene, and PVC buyers?
In this episode, we examine:
- PE inventory build of 289M lbs
- Elevated PGP and its impact on PP
- Turnaround-driven PVC support
- Feedstock inflation risks
- How structural pricing drift builds in opaque markets
For executives responsible for resin spend and EBITDA protection in 2026 - subscribe to stay tuned. https://resinsmart.ai/subscribe
Topics
Plasticsplastic manufacturingplastic resin