Group 1 - The polyethylene market is expected to experience positive price action in September after a decline in the second quarter due to tariff uncertainties, with no significant inventory build observed [1] - The company has reported stable volumes, strong export capabilities, and low-cost positions in the United States during the third quarter [2] - Ongoing tariff and geopolitical uncertainties have impacted demand patterns, particularly in the industrial infrastructure and durable goods sectors [2] Group 2 - A reduction in interest rates is anticipated to aid recovery in depressed end markets such as housing and durable goods, which are sensitive to rates and affordability [3] - The company is adding additional capacity to its net-zero petrochemical project, Path2Zero production complex, in Alberta, Canada, with an update expected by year-end [3] - The project timeline has been delayed by one to two years due to unfavorable market conditions, with construction initially planned to begin in 2024 [4]