quote: ➡️ Taking a moment from our analysis of Russia's refining sector and crack spread inflation due to the drone campaign... ➡️ ZapSibNeftekhim is a major integrated petrochemical complex that fractionates NGLs and converts them into polymers. It has the capacity to produce ~2.5 mtpa of total polymers and ~6 mtpa of LPG (~40% of Russia’s total), with about half used on-site as feedstock. ➡️ A substantial share of its polymer output is exported (historically planned around 60%, later shifting more to domestic and Asian markets), making it one of the world’s largest single-site polyolefin producers. Perhaps international petrochemical margins are also about to climb. #oott | #Russia's Sibur petrochemical plant in western Siberia shut after drone attack, sources say #oott https://www.reuters.com/business/energy/russias-sibur-petrochemical-plant-western-siberia-shut-after-drone-attack-2026-08-11/

quote: ➡️ Taking a moment from our analysis of Russia's refining sector and crack spread inflation due to the drone campaign... ➡️ ZapSibNeftekhim is a major integrated petrochemical complex that fractionates NGLs and converts them into polymers. It has the capacity to produce ~2.5 mtpa of total polymers and ~6 mtpa of LPG (~40% of Russia’s total), with about half used on-site as feedstock. ➡️ A substantial share of its polymer output is exported (historically planned around 60%, later shifting more to domestic and Asian markets), making it one of the world’s largest single-site polyolefin producers. Perhaps international petrochemical margins are also about to climb. #oott | #Russia's Sibur petrochemical plant in western Siberia shut after drone attack, sources say #oott https://www.reuters.com/business/energy/russias-sibur-petrochemical-plant-western-siberia-shut-after-drone-attack-2026-08-11/

Source:https://x.com/staunovo/status/2087270050596053261