Thank you for joining the Resin Market Webinar | Q1 in Review and the Impact of the Iran War. In addition to walking through a wide range of charts and real-time market activity, we highlighted the key trends, disruptions, and signals shaping today’s resin markets and what they mean moving forward.
- Q1 2026 began with a market recovery as producers reduced output and cleared excess inventory to regain pricing power
- The Iran War introduced a major global supply shock, disrupting energy flows, feedstocks, and petrochemical production worldwide
- Polyethylene and polypropylene prices surged rapidly, with spot markets significantly outpacing contract pricing
- Global demand shifted toward North America as buyers sought replacement supply, driving exports and lifting domestic prices
- Ongoing logistics disruptions, including restricted oil flows and delayed shipments, are tightening supply and impacting availability
- While the market has recently paused, continued shortages and geopolitical uncertainty could drive further volatility into Q2
