Market Analytics: Ethylene - 2023 provides analysis and forecasts to 2045 of supply and demand of the global ethylene market.  This analysis identifies the issues shaping the olefins industry as well as provide detailed demand breakdown by derivative, supply and net trade data for 40 countries.The Executive Summary is available to subscribers as a separate document.

Traditionally hydrogen is generated from fossil feedstock and processes that emit significant amounts of CO2. Green and other colors of hydrogen hold significant potential and interest for decarbonization of sectors that have previously been difficult to decarbonize. This includes both existing applications (e.g., refining, feedstock for chemicals) as well as emerging applications (e.g., e-methanol, e-ammonia, e-SAF), as well as potential in direct use for carbon emission free combustion. Growing interest in low carbon intensity hydrogen has stemmed from mounting net zero pledges and decarbonization goals, and an increasing focus on the energy transition. Production options explored several global regions (US, China, Brazil, and Western Europe) and technologies covering thermochemical (biomass gasification), bio-methane reforming, carbon capture, electrolysis, and other advanced pathways from a technical, economic (cost of production model), and carbon intensity level—including breakeven values for emission reductions under carbon taxation scenarios.

Market Scenario Planning: LDPE Regulation Development report provides NexantECA’s scenario forecast for virgin, green and recycled LDPE out to 2050 globally.  Scenarios forecast supply based on Business As Usual, Base and Aggressive Adoption scenario assumptions whereby underlying policy, technical barriers and market constraints evolve in fundamentally different ways.  As well as the scenarios, background to policy efforts, detail on market drivers, ongoing project developments as well as cost competitiveness, carbon intensity and pricing mechanism analysis are included. This report is part of our new Market Scenario Planning program which looks at emerging products, market events and end-use industries where scenario forecasting provides more value due to the higher uncertainty associated with the subject.  Scenarios are defined and are informed by NexantECA’s expert knowledge of chemical, fuel and fertilizer markets.

Market Scenario Planning: PVC Regulation Development report provides NexantECA’s scenario forecast for virgin, green and recycled PVC out to 2050 globally.  Scenarios forecast supply based on Business As Usual, Base and Aggressive Adoption scenario assumptions whereby underlying policy, technical barriers and market constraints evolve in fundamentally different ways.  As well as the scenarios, background to policy efforts, detail on market drivers, ongoing project developments as well as cost competitiveness, carbon intensity and pricing mechanism analysis are included. This report is part of our new Market Scenario Planning program which looks at emerging products, market events and end-use industries where scenario forecasting provides more value due to the higher uncertainty associated with the subject.  Scenarios are defined and are informed by NexantECA’s expert knowledge of chemical, fuel and fertilizer markets.