Global Market Analysis
General Thoughts: Aluminum is an example of a critical mineral that saw a sharp price decline in July as green sector and Chinese demand failed
July 31, 2024
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General Thoughts: Aluminum is an example of a critical mineral that saw a sharp price decline in July as green sector and Chinese demand failed
General Thoughts: US spot ethylene and propylene production margins significantly strengthened in July, and we discuss why we see more risk in US spot propylene
The economic challenges of hydrogen require critically important economies of scale in any business model that stands a chance of working; this is the arena
C-MACC-PXi Polymer Pricing Service Polymer Price Expectations – July – Monthly Report #6 Table of Contents: Polyethylene Analysis Polypropylene Analysis Polystyrene Analysis Methodology & Report
Polymer Market Trends: North American polymer production margins, on average, rose WoW, helped by export market support and an improved cost position. US spot PE
Consolidation within the US architectural paint industry may have contributed to the industry’s ability to hold on to price increases achieved during COVID and supply
General Thoughts: We discuss global chemical and associated market 2Q24 reports, with many 2H24 outlooks expecting global demand improvement to help counter their disadvantaged positions
1st Topic of the Week: With the news this week that the UN is suggesting that companies should not be allowed to use carbon credits
General Thoughts: Commodity chemical producer 2Q business updates broadly display the benefits of low-cost positions in mostly oversupplied global markets, while downstream market health remains
General Thoughts: We discuss the US agriculture sector ahead of 2Q24 business updates, considering US corn prices is near a YTD low – we are
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