
Corn Again: Ethanol Rebounds, Growers Seek a Share of Fuel Credits
1st Topic of the Week: Ethanol’s rebound could support nitrogen volumes without restoring pricing power, as fuel credits shift competition toward documented crop performance and
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1st Topic of the Week: Ethanol’s rebound could support nitrogen volumes without restoring pricing power, as fuel credits shift competition toward documented crop performance and

General Thoughts: Wartime spreads can flatter expansion economics when disrupted trade supports regional premiums that proposed projects cannot assume will persist throughout their operating lives.

General Thoughts: Customer commitments can improve polymer utilization, but dedicated volumes build stronger earnings when suppliers capture packaging value after covering development spending and ongoing

General Thoughts: Cheap US natural gas and depleted Asian inventories support near-term returns on methanol exports, but weak customer margins likely limit the size and
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