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This session provides a forward look at shifting petrochemical fundamentals, from evolving U.S. feedstock supply and changing fuel demand to the industry's position in the global olefins cycle. Speakers will highlight how companies are navigating a challenging margin environment while preparing for longer‑term structural changes in energy and capacity. The discussion also explores how policy, trade dynamics, and regional competition are reshaping aromatics markets. Together, the presentations outline the trends and uncertainties that will shape competitiveness across the value chain in the years ahead.