
Transition Talk Is Cheap: The Market Is Paying Up for Certainty
1st Topic of the Week: Solar demand remains abundant, but contracted projects with grid access are capturing more value as storage and policy requirements narrow
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1st Topic of the Week: Solar demand remains abundant, but contracted projects with grid access are capturing more value as storage and policy requirements narrow

General Thoughts: Elevated methanol and overseas energy costs selectively improve incumbent economics, but China’s trade shift and cautious renewable spending show pricing does not yet

General Thoughts: Polymer markets show selective improvement, as higher costs support seller positions and regional barriers favor advantaged producers, while ample global capacity keeps broader

General Thoughts: US natural gas advantages support infrastructure growth, but chemical investment remains selective as projects face a higher bar to defend returns as global
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