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1、 2566CoverTHAILAND INDUSTRY OUTLOOK 2024-26PetrochemicalsKrungsri ResearchOctober 2024Subscribe UsAuthorAll material presented in this report,unless specifically indicated otherwise,is under copyright to Krungsri Research.None of the material,nor its content,nor any copy of it,may be altered in anyw

2、ay,or copied to any other party,without the prior express written permission of Krungsri Research.This document is based on public information believed to be reliable.Nevertheless,Krungsri Research would not affirm the accuracy and completeness of this information.We accept no liability whatsoever f

3、or any direct or consequential loss arising from any use of this document or its content.Information,opinions and estimates contained in this report are our own,which are not necessarily the opinions of Bank of Ayudhya Public Company Limited and its affiliates.It reflects a judgment at its original

4、date of publication by Krungsri Research and are subject to change without notice.DisclaimerFor research subscription,Thian ThiumsakSenior AnalystT+662 296 4742 AuthorEXECUTIVE SUMMARYThe ongoing recovery in the tourism sector and consumption are expected to lift the Thai economy through 2024,leadin

5、g to a more positive outlook for the petrochemical industry.However,weakness in domestic manufacturing and exports may suppress a rise in prices and spreads.Additionally,high levels of household debt could dampen demand for durable goods and hinder activity in downstream industries.For 2025 and 2026

6、,conditions are expected to improve,driven by continued domestic economic growth and softening input costs.This should result in better prices and spreads across various products.Nevertheless,a supply glut in certain outputs(e.g.,ethylene,propylene,PE,PP and PX)combined with sluggish demand growth f