Global Market Analysis Up, Up & Away, or A Western Polyolefin Margin Sinking Ahead? Europe’s Balloon is Most at Risk! General Thoughts: Western polyolefin price strength following 4Q23 global logistical constraints, supply cuts, and recent cost curve movements are benefiting its producers and, most notably, March 1, 2024 No Comments
Sustainability & Energy Transition The Role of The ESG Investor in 2024 – Very Unclear, But Likely Not Helpful 1st Topic of the Week: ESG Investing Still Has Limited Value – The performance of many ESG funds is being driven by their tech overweight, March 1, 2024 No Comments