Ethylene

topic on 2 shows · 3 statements across 3 episodes

Capital Allocators Catalyst

3 statements about Ethylene, every show

CAPITAL ALLOCATORS Prediction Open · timeframe Dec 2030
Lewinsohn: Chinese expansion will drive severe chemical market overcapacity by 2030
“If you look at the amount of ethylene and propylene that they're bringing on, and then go to 20 30 and shut all of the European and Japanese capacity, in 2030, you'd have more over capacity than you have now.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 42:59 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
CATALYST Assertion Supported
Kann: Most Plastics Emissions Come From Energy-Intensive Precursor Production
“To my understanding, the majority of the reason that plastic is, has a lot of embedded emissions is largely in the, is largely the energy consumption of the production of the precursors.”
Shayle Kann Sep 4, 2025 ▶ 37:52 AMA: Geoengineering, nuclear, power prices, and more
CATALYST Opinion
Kann: Commodity chemical decarbonization may favor electrochemistry over synbio
“So we're talking about stuff like ethylene and propanol, a bunch of these big commodity chemical categories, which are much bigger markets, bigger decarbonization impact ultimately, but less complex molecules to create and processes where sort of traditional c…”
Shayle Kann Feb 2, 2023 ▶ 7:33 Mailbag episode! Biotech, layoffs, battery recycling and more

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