
The Cover Charge: Lower Prices, Lower Inventories, and Waiting’s Risk Premium
Chemical and polymer prices have retreated from peak 1H26 levels, but many remain above January levels, leaving buyers to judge whether relief is temporary or
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Chemical and polymer prices have retreated from peak 1H26 levels, but many remain above January levels, leaving buyers to judge whether relief is temporary or

1st Topic of the Week: C-MACC’s Clean Energy Mineral Index added to its 2026 gains in May as copper and aluminum led, showing physical infrastructure

General Thoughts: Supply risk is keeping many chemical chains biased upward, with MDI markets showing how outage timing and system availability can sustain hikes even

General Thoughts: Global polymer-to-monomer spreads remain above levels supported by feedstock costs and trade flows, leaving prices exposed as freight stabilizes, buyers preserve cash, and
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