We find global petrochemical producers positioning to best capture the near-term increase in prices, while concurrently dedicating more capital to longer-term ESG efforts. This balancing
February 26, 2021
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We find global petrochemical producers positioning to best capture the near-term increase in prices, while concurrently dedicating more capital to longer-term ESG efforts. This balancing
US commodity tightness is impacting global markets and resulting in a rebalancing of leaner global supply chains. This report discusses the supply response and product
“The math doesn’t work” is a regular retort when discussing many things related to ESG, energy transition, and climate – everything costs more. Governments and
Commodity chemical values increase while US feedstock values fall due to storm-linked US production issues. Though US per-unit profit margins reflect multi-year highs on paper,
We discuss several 4Q20 reports and corporate outlooks that comment on an array of supply chain issues recently jolted further by US winter storms. We
US commodity chemical values broadly reflect price premiums to avg. Asia values. We foresee polymer values meeting in the middle of the current range between
We discuss the restart of USGC chemical production following shutdowns because of the severe winter storm. Given the high likelihood of issues with some facility
We will cover the power issues in Texas – and which have delayed this report – next week – once the dust settles. There are
USGC production issues this week resulting from the Winter storm add to a series of issues that began in 2Q20. This report comments to the
US spot polymer values continued to walk higher relative to Asia and NW Europe WoW. This report highlights findings from US winter storm issues to
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