General Thoughts: We discuss downstream and non-integrated European chemical producer profit strength that we view as likely short-lived and the continued global push to integrate
Like transport, there are pockets of hydrogen opportunities associated with CO2 use that might make economic sense where carbon disposal costs are high and local
Polymer Price Expectations – Monthly Report #3 Table of Contents: Polyethylene Analysis Polypropylene Analysis Polystyrene Analysis Methodology & Report Schedule Glossary See PDF below for
Polymer Market Trends: We highlight our upcoming attendance at NPE, the April edition of our Polymer Price Expectations report, and discuss mixed movements in global
Companies pushing oil and gas portfolios downstream for guaranteed oil & gas demand are not likely to change global chemical demand growth, and all it
General Thoughts: North American commodity chemical producer optimism increased in 1Q24 relative to most in Europe and Asia, partly due to recent cost curve developments
1st Topic of the Week: Plastic waste removal requires better design and better collection mechanisms, but recycling is only one of a couple of options
General Thoughts: Global chemical markets will likely remain oversupplied in 2024 as North America pushes its cost position and China boosts production at the expense
General Thoughts: The ability of the North American power grid to keep pace with surging demand, let alone rising electricity production, appears grim, though some
The trucks and trains may end up being the most meaningful early adopters of green hydrogen as a fuel because there are only limited pockets
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