Sunday Executive Summary
If the most recent, post New Year, Chinese demand data for polymers is more than just a one-off, we may face another year where confidence
March 31, 2024
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If the most recent, post New Year, Chinese demand data for polymers is more than just a one-off, we may face another year where confidence
1st Topic of the Week: Will the lack of consensus impact corporate decisions – Some corporations are thinking about climate change more broadly than just
General Thoughts: Rising confidence in an agriculture market bottom has spurred US fertilizer and agricultural chemical equities YTD relative to commodity chemicals where concerns of
Our pricing expectations show net contract price estimate ranges where our market research suggests most transactions will likely occur, and we also provide our market
General Thoughts: We provide thoughts following our meetings at CERA and AFPM, as global chemical producers continue to stress the benefits of integration, consolidation, and
It is very hard to get away from the physics of splitting water atoms, and without cheap power, the economics don’t work. One of the
Feedstock Market Trends: Crude Oil prices have reached multi-year highs relative to US natural gas in March, which is a notable positive for North American
We did not see any pushback on whether climate change was real at this year’s CERA event: perhaps there is now too much physical evidence.
General Thoughts: Volatile global ethylene production co-product prices, amid on-purpose plant outages and unfavorable Ex-US ethylene economics, favors global value-chain integration that will reshape cost
General Thoughts: We discuss US avg. spot polypropylene (PP) prices relative to domestic spot propylene (PGP), avg. NW Europe and Asia levels, and global cost-curve
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