Carbon pricing is becoming a more visible factor in the cost structure of European petrochemicals. Following on from our recent insight paper 'The true cost of EU ETS and CBAM on the European Petrochemical industry', Argus experts Alan Williamson, Victoria Hatherick and Anna Fittock unpack the implications of EU ETS Phase 4 and CBAM for the region’s steam cracker fleet, including:

• How carbon costs are calculated for EU crackers, and why they vary depending on emissions performance and benchmarking

• The evolution of ETS pricing and its impact on competitiveness

• How CBAM is designed to level the playing field and why its limited scope may accelerate downstream import substitution

• Why indirect costs from ETS, such as higher energy prices, remain a concern for EU producers

To find out more about Argus' Light Olefins services, please click here.

Metal Movers: Battery Materials Outlook

The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts.

Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what’s next for the sector.

Key topics covered:

• Expectations for lithium prices
• Export controls from the DRC and China
• The growth of the ESS market
• Europe’s EV sales recovery

Listen to our Global PE, PP and PVC markets evaluation, with focus on Turkish market.

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC markets speaks about:

• How is the Turkish market doing towards the end of the year
• How the lowering prices affected the market dynamics
• How demand has been for the past 3 months
• What is the current situation in the market

Click here for more information on the polymers markets, including key regional prices, global news and analysis on the market, or to speak to an expert.