Vertical · 02 · Petrochemicals

Crackers, derivatives, feedstock economics, the long arc from naphtha and ethane to the polymers and intermediates the world’s manufacturers depend on.

The Petrochemicals Vertical covers crackers and their derivatives, the economics of feedstocks like naphtha and ethane, and the long arc to the polymers and intermediates that the world’s manufacturers depend on. The Nexus connects feedstock economics to refining slates and the LNG Vertical, so a feedstock-side event reprices the right downstream products.
DomainPetrochemicalsFoundationthe NexusPosition2 of 5
I.What it covers

What it covers

The Petrochemicals Vertical as the canonical view of its domain.

The Petrochemicals Vertical covers crackers and their derivatives, the economics of feedstocks like naphtha and ethane, and the long arc to the polymers and intermediates that the world’s manufacturers depend on. The Nexus connects feedstock economics to refining slates and the LNG Vertical, so a feedstock-side event reprices the right downstream products.

Coverage
Global with regional granularity
Time horizon
Historical, current, forward-looking
Update cadence
Continuous
Extension
Firms add private structure on top of the canonical
II.

Connected through the Nexus

A question that crosses Petrochemicals’s edge has somewhere to go.

the NexusLNGPetrochemicalsPower marketsRefiningCritical minerals

The Petrochemicals Vertical is connected to the rest of the energy world through the Nexus. Upstream drivers, downstream consequences, and cross-Vertical risk are visible the moment an event lands.

The invitation

We work with the firms shaping the next decade of global energy.

If that is the seat you sit in, we should talk.

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