This new report series provides quarterly tracking of profitability and associated metrics in the sustainable aviation fuels (SAF) market, allowing subscribers to benchmark the major technological routes to SAF (HVO, alcohol-to-jet, biomass Fischer-Tropsch and power-to-liquids) by profitability, region, and carbon intensity over time.  In addition to rolling output from NexantECA’s in-house cost of production modelling for the different SAF types, the service will provide key market information including product and feedstock prices, capacity developments and regulatory updates, supporting clients in addressing important questions:How do the main SAF technologies compare in terms of production cost?How do these costs vary for producers in different regions?How does the potential for emissions reduction – i.e. carbon intensity – vary between technologies and regions?Which technologies and locations offer the highest margins for producers?How does feedstock choice impact both carbon intensity and profitability?What are the expectations for new competing capacity additions, in terms of scale, technology and location?In a regulation driven market, how are current rules being implemented, and what’s on the horizon for new regulations? 

There are many different drivers, including political influence, macroeconomic trends, technology trends, and environmental legislation that simultaneously influence the petrochemical industry.  NexantECA's Markets and Profitability program is underpinned by our unique Petrochemical Simulator, with forecasting methodology based on an integrated approach to take account of the major pressures on global supply and demand patterns, the pressure on cost of production, and expected impact on industry profitability.This document describes our methodology and includes assumptions and scenarios for our 2023 and year to date 2024 reports.

Analysis of the profitability of the petrochemical and polymers industry in Asia Pacific, Western Europe and the United States for the first quarter of 2024. 

This report provides analysis and forecast to 2035 of supply and demand of the global thermoplastic polyurethane (TPU) market.  End-use demand is segmented by industrial, consumer, automotive and construction.  Market Insights: Thermoplastic Polyurethane (TPU) - 2024 includes discussion regarding key market drivers and constraints, as well as supply, demand and trade analysis for nine regions: North America, South America, Western Europe, Central Europe, Eastern Europe, Middle East, Africa, Asia Pacific, and China.  Analysis also includes the competitive landscape, capacity listing and cost competitiveness along with a snapshot of latest pricing trends by region