Global Market Analysis
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
February 23, 2024
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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
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