Asian MTBE arbitrage flows wrecked by Middle East conflict

Podcast: Commodities Focus · S&P Global Energy

Opublikowano: 2026-03-17

Asian flows of MTBE to arbitrage markets in Europe and Latin America have come to an abrupt halt after the start of the US-Iran war. Through early 2026, Chinese MTBE producers were able to overcome muted blending demand around Singapore by pushing their production to hungry buyers in Europe as well as Latin America. With the European summer driving season on the horizon, Asian MTBE producers were eyeing growing demand over the next few months. The podcast dissects and discusses how the initial flows have stalled and what lies ahead for producers in China and Southeast Asia as w...