Global Market Analysis
Brent Crude and Ex-US naphtha prices increased compared to US natural gas and USGC ethane this week, steepening the global petrochemical production cost curve in
March 31, 2023
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Brent Crude and Ex-US naphtha prices increased compared to US natural gas and USGC ethane this week, steepening the global petrochemical production cost curve in
Strength in North American chemical production margins due to falling feedstock costs relative to those abroad is boosting energy sector awareness of its downstream value
Some US politicians are using ESG investing as a political football – they are not wrong, but they are not right either. MSCI move shows
We hold a long-term constructive view of North American methanol. Like ammonia, regional cost advantages will enable exports as global demand sources broaden faster than
North American polyethylene (PE) exports will likely hit a record level in 2023, enabled by its sizable cost advantage relative to Asia and Europe—global PE
Energy companies looking to push their value chains downstream into petrochemicals through M&A should take advantage of weak conditions in 2023 before a likely upturn
The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not
Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: See PDF below
US petrochemical markets have lost much of the positive momentum seen in early 2023, and it could reverse abruptly in 2Q23 as domestic production rebounds
Was the IRA really intended to support the idea of banks of expensive electrolyzers sitting idle for 70% of the day? Profitable but a poor
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