2026 Summer Chemicals, Agriculture & Packaging Outlook: Specialty, Commodity, and Agricultural Chemicals & Packaging

Research evidence excerpt

2026 Summer Chemicals, Agriculture & Packaging Outlook: Specialty, Commodity, and Agricultural Chemicals & Packaging

U.S. Daily-Average Ethane-Ethylene Inventory

(Production and consumption in thousands of barrels per day. Inventories in thousands of barrels.)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Average % growth

Production 2,035 1,556 1,980 2,203 2,175 2,184 2,162 2,217 2,191 2,290 2,347 2,330 2,139 6.1%

2022 Consumption 2,168 2,053 2,084 2,065 1,982 2,118 2,180 1,849 1,932 2,016 1,963 1,826 2,020 12.8%

Inventories 54,590 49,136 49,643 51,324 53,751 49,873 47,519 50,063 52,159 52,713 56,797 53,546 51,760 (23.0%)

Production 2,367 2,485 2,617 2,702 2,625 2,613 2,570 2,598 2,734 2,781 2,746 2,612 2,621 9.0%

2023 Consumption 1,922 2,028 2,019 2,136 2,246 2,194 2,203 2,008 2,003 2,098 2,162 2,459 2,123 5.1%

Inventories 52,518 52,141 54,299 56,724 54,244 51,534 48,347 51,042 58,045 66,185 72,043 65,796 56,910 10.0%

Production 2,369 2,689 2,840 2,938 2,953 2,862 2,732 2,753 2,911 2,969 3,034 2,907 2,830 6.7%

2024 Consumption 2,118 2,364 2,259 2,207 2,355 2,273 2,080 2,387 2,432 2,537 2,463 2,500 2,331 8.2%

Inventories 58,280 53,491 58,251 66,539 72,078 75,277 80,889 79,499 77,227 75,301 76,967 71,553 70,446 23.9%

Production 2,689 2,818 3,092 3,070 3,127 3,076 3,088 3,158 3,313 3,294 3,329 3,140 3,100 8.1%

2025 Consumption 2,472 2,385 2,325 2,325 2,409 2,485 2,557 2,728 2,561 2,601 2,582 2,632 2,505 5.5%

Inventories 61,716 56,200 63,933 71,395 77,409 81,568 80,576 78,162 80,666 82,968 83,795 80,916 74,942 6.3%

Production 2,973 3,201 3,353 3,353 3,220 3.9%

2026 Consumption 2,631 2,590 2,668 2,630 2,630 5.0%

Inventories 70,962 67,594 65,780 72,705 69,260 (7.6%)

Ethane/ethylene production & Inventory, -000- barrels/day

95,000 3,600

85,000 3,200

75,000 2,800

65,000