General Thoughts: US personal consumption expenditures for durable and non-durable goods declined in January, while YTD domestic chemical production, on average, is higher, indicating that
Polymer Price Expectations – Monthly Report #1
Notes: Our pricing expectations show net contract price estimate ranges where our market research suggests most transactions will
General Thoughts: Western spot propylene and benzene prices have risen to a sizable premium relative to Asia YTD – a plus for Western manufacturers and
Countries and companies will need to adapt plans to account for growing uncertainty around the availability of clean hydrogen and develop projects that might first
Feedstock Market Trends: Brent Crude oil and Ex-US naphtha values fell WoW relative to US natural gas and USGC ethane values, though the global chemical
The investment landscape for 2024 is looking very cloudy, with uncertain economic growth, uncertain election outcomes, unclear regulations, and escalating costs of decarbonization – buybacks
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
1st Topic of the Week: Power Shortfalls Suggest Higher Pricing – If power supplies are insufficient to meet demand, prices will be higher than expected
General Thoughts: Our second global agriculture monthly report targets crop market and input trends in early 2024, with a notable focus on fertilizer and downstream
General Thoughts: We discuss recent movements in global commodity chemical production costs in light of a few recent producer reports, as those seeing a flatter
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