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The 2026 contracting window is shaping up to be the most volatile in years. Producers are arriving with a clear message: capacity is down, operating rates are rising, and prices need to follow. But the full market picture tells a far more complicated story – one where historic supply cuts collide with stubbornly weak demand, falling input costs, and inventory levels that don’t support the idea of a tightening market.
This briefing gives you that full picture. In just a few pages, you’ll understand what’s driving the supply-side push, where the demand fundamentals are breaking down, and how Fastmarkets expects prices to move in 2026 based on independent data—not supplier spin. You’ll also get practical guidance on how to challenge tightening-market narratives, pressure-test cost arguments, and anchor every discussion to reliable benchmarks.
If you enter negotiations relying on supplier messaging, you will overpay. If you enter with independent intelligence, you won’t. Download the briefing and negotiate 2026 from a position of strength.
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