There is not enough focus on the scale-up of technologies and processes to provide alternatives to fossil fuels – aviation fuel is one of the
June 30, 2021
No Comments
There is not enough focus on the scale-up of technologies and processes to provide alternatives to fossil fuels – aviation fuel is one of the
The value of Brent Crude increased but not as fast as US Natural Gas in 2Q21. We discuss the current trend of rising commodity chemical
This report discusses American consumer demand strength and lingering global supply issues that favor US premium contract prices in 3Q21. We also highlight why we
US polyethylene integrated ethane margins remain near historic highs, while Asia ethylene values have fallen relative to USGC ethane. US ethylene derivative margins in 2H21
This research report highlights several variables working to keep US commodity chemical values from collapse in 2H21. Demand remains robust, and concern with supply sourcing
This research report discusses recent developments in Asia ethylene values and multiple business updates, including H.B. Fuller 2Q results. Commodity prices are moderating, but benefits
Government-level disagreements over who pays for what could derail broad agreement at COP26 and, thus, limit any meaningful action post the event.
The general
An abrupt loosening of US markets appears unlikely to occur at a sector level in 3Q21, despite the likely loosening of some supply chain constraints.
Global supply chains remain imbalanced and support abnormally high chemical prices in the US relative to Asia. In our view, the Westlake initiative to push
Some commodity chemical producers should use the recent surge in FCF to boost specialty portfolios. Westlake makes a compelling move on this front.
Asia
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
