Sunday Executive Summary
One of the more compelling arguments for energy transition in its early days of initiatives was the economic boost from all the possible investments. Some
June 30, 2024
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One of the more compelling arguments for energy transition in its early days of initiatives was the economic boost from all the possible investments. Some
General Thoughts: The US S&P chemical sector index has notably underperformed the overall S&P 500 Index YTD, with S&P chemical outperformance driven by its relatively
1st Topic of the Week: Those pushing ahead with risky transition investments – fuels, hydrogen, ammonia, direct air capture, will do well if the shortfalls
General Thoughts: US commodity chemical producers are well poised to have a better 1H24 than most expected in 4Q23, and strength looks likely to persist
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
General Thoughts: Western methanol markets tightened substantially relative to Asia in 1H24, partly due to production issues. North American methanol producers currently enjoy some of
General Thoughts: As North American chemical profits beat expectations in 1H24, restructuring efforts remain underway in high-cost regions – part of the C-MACC team will
We celebrate the 52nd edition of this report by discussing one of the challenges we identified first – inadequate power supply to meet hydrogen needs.
Polymer Market Trends: North American spot polymer markets reflect strength WoW, while Europe and Asia markets remain mixed – we discuss recent strength in US,
How to solve the European ethylene cartel claims impasse – a simple quantification approach but one that should drive a consensus and a feasible resolution.
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