Global Market Analysis
General Thoughts: The US S&P 500 commodity chemical sector index will unlikely outperform the S&P 500 chemicals index in 2H24 due to eroding fundamentals and
May 31, 2024
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General Thoughts: The US S&P 500 commodity chemical sector index will unlikely outperform the S&P 500 chemicals index in 2H24 due to eroding fundamentals and
1st Topic of the Week: One of the more positive conclusions from our string of more negative pieces on hydrogen recently is the growing need
Polymer Price Expectations – Monthly Report #4 Table of Contents: Polyethylene Analysis Polypropylene Analysis Polystyrene Analysis Methodology & Disclaimer Glossary See PDF below for all
General Thoughts: Surging freight rates between China and Western markets benefit Europe relative to Asia Ex-China chemical producers but could set the stage for weaker-than-expected
General Thoughts: North American methanol producers benefit from a significant cost advantage relative to most Asian and European peers – we discuss our 2H24 methanol
Chemical Market Trends: We highlight a few global spot polymer market trends before the May publication of this week’s C-MACC/PXi polymer price expectation service. Contact
At the right price the demand for clean hydrogen could be well above estimates, but the major challenge is meeting that “right price” goal. Progress
General Thoughts: Crop price strength and rising Ex-US natural gas prices relative to the US since mid-May paints an improved picture of US ammonia producer
1st Topic of the Week: At the World Hydrogen Leaders conference in Houston, we saw lots of presenters trying to be enthusiastic, but the undertones
General Thoughts: We discuss the DowDuPont break-up in 2019, and the now proposed DuPont separation into three companies – attractive sum-of-the-parts valuations do not ensure
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