The crackers are already shutting down globally as access to feedstock becomes an impossibility. Contracts are already entering force majeure status. It will take months if not over a year to restart the crackers and renegotiate the contracts and build new supply chains and that's a best case scenario, that assumes the feedstock becomes available again in the near future like say in the next month, every day that goes by just compounds the supply chain shock that will be felt further down the chain.
good. fuck this stupid kike planet
>>536548248...and what is it, homo?
>>536548499Naphtha
>>536548499Stilbene
>>536548593Naptha is a hydrocarbon mixture.
>>536548721Technically true and can contain hundreds of individual molecules.
>>536548248>this thread againYou didnt answer last time. How does such an incredibly available compound become scarce?
>>536549211Why are crackers shutting down if the resource is "incredibly available"?
>>536548248This actually explains a lot as to why I have such retarded increases on polyisocyanurate insulation board and adhesives.
>>536549411And to be clear, we just had a price increase June 1, I have another October 1, and they've even already projected ANOTHER in January. I haven't got any Force Majeure letters from our suppliers, though.
>>536548593>NaphthaMore specifically, naphthalene.The stuff they used to make mothballs, not that I could tell you why the fuck that matters.
>>536548593>NAFTAnorth american free trade agreement?good, let it end, idgaf
>>536548248>The crackers are already shutting down globally as access to feedstock becomes an impossibilityThey're not>Contracts are already entering force majeure status. Also false>It will take months if not over a year to restart the crackers and renegotiate the contracts and build new supply chains and that's a best case scenario, that assumes the feedstock becomes available again in the near future like say in the next month, every day that goes by just compounds the supply chain shock that will be felt further down the chain.But the crackers aren't shutting down, and the ‘feedstock’ (lmao tell me you don’t work oil and gas without telling me) is not unavailable, so none of the rest of your blog matters.
>>536549777LG Chem idled its 800,000-ton No. 2 cracker at Yeosu on March 23, saying it would restart only when feedstock supply normalized. Mitsubishi Chemical cut ethylene output at Kashima and Mizushima, a Shell and CNOOC venture shut its Huizhou cracker and suspended polyethylene shipments, and Wanhua Chemical declared force majeure on two major polyurethane intermediates.
>>536548248>The crackers are already shutting down globallyTHAS RITE, CRACKA
Oman produces around 60,000 barrels of Naphtha per dayQatar and Kuwait produced 600,000 barrels per day
Plastics crash?I fucking hope it's a plastics crash. I want my waxed paper packaging back.
>>536548248>The crackers are already shutting down globally as access to feedstock becomes an impossibility.That's our word. You can say cracka.
>NEW DELHI, June 2 (Reuters) - Asia's naphtha prices tumbled to their lowest since early March as the Abu Dhabi National Oil Co (ADNOC) resumed exports in May via the Omani port of Sohar, traders said, establishing an alternative route that could ease the supply crunch caused by the U.S.-Israeli war on Iran.https://www.reuters.com/world/middle-east/adnoc-resumes-naphtha-exports-via-alternative-oman-route-traders-say-2026-06-02/
