Global Market Analysis Uptown Funk: European Ammonia Margin Improvement, Troubled Strategies, and EU Decarbonization Challenges General Thoughts: We highlight improving European ammonia producer fundamentals and Yara 2Q24 results as we take a cautious view of ammonia in 2H24 before our July 19, 2024 No Comments
Sustainability & Energy Transition Accounting Carbon: Maybe More Work for Banks and Lawyers than Developers 1st Topic of the Week: A carbon capture conference in Houston next week appears to have more bankers and lawyers attending than developers. This is July 19, 2024 No Comments