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It is also postponing its $6.5 billion Path2Zero project in Fort Saskatchewan, Alberta. Dow's flagship initiative of the 2020s

A petrochemical trader cautioned that raising prices significantly above 50 cents per pound could encourage previously exported low-priced material to return to the US market. The warning highlights how global arbitrage and pricing discipline continue to shape petrochemical trade flows.

US ethane export capacity is expanding as Enterprise Products develops new Gulf Coast infrastructure, creating new supply options for Asian ethylene producers. The shift could reduce long-term dependence on traditional naphtha-based feedstock routes.