Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference premiums, signaling a needed non-market
Global chemical markets will likely remain oversupplied in 2024. However, the trade balances between regions will likely further shift, with Europe being one of the
Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to lower-priced Chinese competition and cost advantages in
We revisit hydrogen economics again this week, as many of the COP28 delegates believe hydrogen to be the right path and as Europe and others
We remain more confident in the slope of the global chemical cost curve and supply improvement staying in favor of current low-cost producers in 1H24
As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and demand uncertainties have risen – a negative trend for
Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above mid-2023 levels despite 4Q oil
Willingness to pay looks like the major stumbling block when it comes to hydrogen development as production incentives are driving investment in production equipment for
Polyethylene (PE) and Polyvinyl Chloride (PVC) spot prices fell more in the US than abroad WoW, but Polypropylene (PP) values strengthened WoW despite US propylene
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