The first half of 2026 saw significant price volatility across the polyethylene market, with contract prices rising rapidly on supply and geopolitical uncertainty. During this period, the Argus Polyethylene Transaction Index (PTI) provided a transaction-based view of where polyethylene was trading, helping market participants assess changing conditions and pricing dynamics.
In this insight paper, Terry Glass examines the relationship between LLDPE C4 contract prices, the Argus PTI and export market pricing during the first half of 2026.
Download the paper to:
- Analyse the relationship between LLDPE C4 contract prices and the Argus PTI throughout 2026 to date.
- Understand what drove the gap between contract settlements and transaction-based pricing during the market peak.
- Explore how supply and geopolitical uncertainty influenced polyethylene pricing.
- See how export market movements helped signal the June correction.
- Learn how the Argus PTI can support pricing validation and risk management during volatile markets.
Powered by Argus Global Polyethylene, this analysis draws on the Argus PTI, an independent view of polyethylene transaction-based benchmarks that helps market participants compare contract settlements with underlying polyethylene trading activity.
