Global Market Analysis
General Thoughts: Low-cost feedstock positions and a relatively healthy domestic economy are poised to benefit US commodity chemical producers in 2024 – their peers in
January 31, 2024
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General Thoughts: Low-cost feedstock positions and a relatively healthy domestic economy are poised to benefit US commodity chemical producers in 2024 – their peers in
General Thoughts: Asia petrochemical producers face rising oversupply risk from conflicts in the Middle East re-routing global shipping, as it limits product flows to Europe
Over the last few weeks, we have discussed both green agriculture and green fuels. While the availability of grey ammonia and methanol may enable the
Feedstock Market Trends: Global commodity chemical feedstock costs, on average, rose WoW, but USGC natural gas and ethane increased more than Ex-US natural gas and
The Biden administration’s decision to halt LNG export terminal permits may be great news for the current LNG players and the right decision from a
General Thoughts: We discuss why commodity producer efforts to increase prices with operating rate cuts in low-cost markets as a short-term solution, as it emboldens
1st Topic of the Week: Courts and Inequality – As climate change debates move to the courtroom, a more liberal European court system could penalize
General Thoughts: Western polyolefin margins strengthened in early 2024 relative to Asia, helped by Middle East logistical, lower natural gas/NGL feedstock prices, and crude oil
Global Polymer Market Update – Are Early 2024 US PE Contract Price Hike Efforts Supported? Key Findings Exhibit 1: US spot PE prices have increased
General Thoughts: Global natural gas prices have declined on an absolute basis and relative to Western power prices since 2H23, boosting blue and grey hydrogen
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