9 April 2024 Archives

Day: April 9, 2024

Global Market Analysis

Rebalancing vs. Alignment – Price Concerns Amid Global Rebalancing to Persist, Strategic Alignment Efforts in Focus

General Thoughts: Western commodity chemical price support relative to Asia since late 2023 amid logistic issues and supply curtailments could dissipate by 2H24, pinching profits

April 9, 2024 No Comments

The Hydrogen Economy

The Hydrogen Optimists – Often in “La La Land” and Always Unhelpful

We have done substantial work on the perils of business optimism in the past and the underlying problem is the misallocation of capital and the

April 9, 2024 No Comments

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Day: April 9, 2024

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