We highlight a few industry findings highlighting raw material shortages in a few key global markets. This report discusses several key industry trends that has
Corporate ESG agendas appear focused more on appeasing the immediate pressure from stakeholders rather than practical and viable goals.
COP26 could worsen the outlook
Our findings from the global market remain in support of global chemical price strength, but we find US margins contracting. We flag a few corporate
Energy costs are rising globally, and logistical issues keep chemical and end-product markets more regionally geared than usual into 4Q. We discuss commodity and end-consumer
We highlight several support factors surrounding US premium commodity chemical prices relative to Asia, using Butadiene and PVC as examples.
Global commodity value shifts
We highlight multiple production cuts across energy-intensive industries in China to meet government energy target requirements. We discuss the news in acetyls and silicon, as
We find the global commodity chemical market setting in favor of elevated Western prices relative to Asia. We highlight the recent uptick in natural gas,
ESG funds may be approaching a proverbial brick wall, as further fund inflows could collide with much tighter regulations around definitions.
This development could
US ethylene production costs are benefiting from higher co-product values relative to NW Europe and Asia. We follow our early September thematic on this issue
North American polyethylene markets face considerable export market headwinds as a result of higher relative domestic prices. We discuss several factors that suggest downward pressure
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