+47%Dura-Line Q3 revenue, on US data centre and telecom demand
~50%PE margins above 2025 levels at end Q3 (LyondellBasell)
190K sq ftNew Westlake PVCO pipe plant, Wichita Falls TX
Plants & Demand
Data centres lift Dura-Line
Orbia's HDPE conduit business grew Q3 revenue 47% to $373M, citing US data centre and telecom demand. EBITDA rose 68% and plants ran at high utilisation.
Read the full story →Westlake opens its PVCO plant
Westlake Pipe & Fittings finished a 190,000 sq ft molecular-oriented PVC pressure pipe plant in Wichita Falls, Texas, on time and on budget. More competition for municipal pressure mains.
Read the full story →Why it matters: demand is splitting. Conduit for data centres and telecom is growing fast, while municipal pressure pipe is getting more crowded.
Resin & Supply
PE margins are back up
LyondellBasell says integrated polyethylene margins ended Q3 about 50% above 2025 levels, with strong domestic and export demand. Expect resin to stay a margin issue for pipe makers.
Read the full story →Talent Insight
Conduit and water need different sellers
- Selling conduit to hyperscalers and telecom carriers is a different job from selling into waterworks. Account managers with data centre relationships are the profile we expect conduit makers to chase.
- With resin firm, pricing and purchasing roles carry more weight. Commercial leaders who can pass on increases without losing distributors are worth a premium.
Building a team in HDPE Pipe?
Joe Macklam specialises in HDPE Pipe hiring at QP Group. Talk to Joe about the market, salaries or a search.
Joe MacklamManaging Director · Industrial