Global Market Analysis
General Thoughts: The benefits of cheap North American natural gas have been pronounced this year for its chemical industry, and strategic actions remain focused on
August 30, 2024
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General Thoughts: The benefits of cheap North American natural gas have been pronounced this year for its chemical industry, and strategic actions remain focused on
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
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General Thoughts: European chemical industry restructurings are more at risk of both further advancing and broadening in scope than lessening, and we discuss our cautious
Daily Chemical Reaction Global Ammonia Price Strength: Good for US Producers, Bad for Farmers; Bloated Solar Module Market to Persist Near Term Key Findings Exhibit
General Thoughts:We think oil and gas demand will likely stay stronger for longer than many forecasts, helped by chemical market growth, and as appreciation likely
Project cancellations, especially those with large write downs, imply lost revenue for those associated with the project – equipment suppliers and engineering companies – compensation
Polymer Market Trends: Global spot polymer prices were mostly lower in Asia and North America but higher in Europe last week. North American integrated margins
We see expanded NGL and ethylene terminal plans, plenty of people ordering new ships, and (the first of) a new round of North America ethylene
General Thoughts: US ethane values near YTD lows and at the low end of the 2002-2024 range mean one thing (considering much higher ethylene feedstock
1st Topic of the Week: What started last year as companies walking back energy transition targets has now progressed to project cancellations and, in some
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