Sustainability & Energy Transition
We depart from our norm to start this week, as we look at rising severe weather events and question what would happen if the World
July 28, 2023
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We depart from our norm to start this week, as we look at rising severe weather events and question what would happen if the World
Global methanol prices have fallen considerably in 2023, pinching margins and adding support to bearish views – Asia methanol and derivative trends may now be
A harsh 2H23 commodity chemical profit setting is needed to drive global restructuring and lift any confidence that 2024 will notably improve – otherwise, current
The European chemical industry is cost-disadvantaged, and its end markets are mostly mature, but its sizable existing production base could offer opportunities for some amid
Polymer price weakness relative to 1H23 highs is well known, and most expect a weak market in 2H23. Feedstock cost swings, such as the jump
Progress in energy transition and other sustainable-related initiatives is slowing, especially relative to expectations – roadblocks are emerging, many financial.
The tightrope between encouraging progress
Building & construction product producers stand to benefit if the shortage of houses on the market spurs new home development, despite higher interest rates/lower buyer
China has risen more as a risk than an opportunity for Western markets in 2023, as geopolitical tensions and relative economic trends have lifted energy
Global petrochemical markets began 3Q23 reflecting lower levels of profitability compared to 1H23, and conditions appear more likely to worsen in 2H23 than improve from
The Green hydrogen projects that are most likely to move forward quickly are small, and they fit in two buckets, grant-funded and proof of concept,
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