Polyethylene (LDPE, LLDPE): Relationships

Every element and industry that Polyethylene (LDPE, LLDPE) is linked to, and how. Each pair has its own card explaining the relationships between the two.

• Ethylene: Polyethylene is the main use of ethylene, taking more than 60% of it across all grades, so cracker earnings rise and fall with polyethylene demand. Owners of both the cracker and the polymer line keep the whole chain margin, but the wave of new capacity, led by China, has kept even integrated Asian margins weak since late 2021. (researched)
• Crude oil: Crude oil is a raw material for polyethylene (LDPE, LLDPE); their prices have moved together.
• Natural gas: Natural gas is a raw material for polyethylene (LDPE, LLDPE); their prices have moved together.
• Apparel and footwear: Apparel and footwear depends on polyethylene (LDPE, LLDPE).
• Bananas: Their prices have moved together.
• Bio-based polyethylene and MEG: Their prices have moved together.
• E-commerce and digital marketplaces: E-commerce and digital marketplaces depends on polyethylene (LDPE, LLDPE).
• Electrical equipment: Electrical equipment depends on polyethylene (LDPE, LLDPE).
• Food and beverage processing: Food and beverage processing depends on polyethylene (LDPE, LLDPE).
• Gas pipelines and city gas: Their prices have moved together.
• HVDC links: Their prices have moved together.
• Household and personal care: Household and personal care depends on polyethylene (LDPE, LLDPE).
• Paper and packaging: Paper and packaging depends on polyethylene (LDPE, LLDPE).
• Plastic and rubber products: Plastic and rubber products depends on polyethylene (LDPE, LLDPE).
• Telecommunications: Telecommunications depends on polyethylene (LDPE, LLDPE).
• Transport and logistics: Transport and logistics depends on polyethylene (LDPE, LLDPE).
• Underground, submarine and superconducting cables: Their prices have moved together.
• Wholesale and retail trade: Wholesale and retail trade depends on polyethylene (LDPE, LLDPE).