Global Market Analysis Turning Points – Agricultural Chemicals To Face Fewer 4Q & 1H24 Challenges Than Commodity & Specialty Chemicals Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P Chemicals index, led by rising underlying commodity prices, such as September 22, 2023 No Comments
Sustainability & Energy Transition Peak Oil Debate Is Complex: Policy Backtracking Supports Oil Use The IEA supply/demand models assume policy can be enacted as stated – the flaw in this approach is that policy could backtrack, and costs are September 22, 2023 No Comments