August 6, 2024

Day: August 6, 2024

Global Market Analysis

Input Costs & Integration Separated Most Chemical Sector 2Q24 Winners from Losers, More of The Same Likely In 2H24

General Thoughts: We discuss Westlake after its 2Q24 business update, which follows our commentary after its June HIP segment teach-in, as longer-than-normal value chains and

August 6, 2024 No Comments

The Hydrogen Economy

Green Lightening: The Hydrogen Focus Switches to Transport

• The increase in news flow around hydrogen for transport initiatives makes sense given that they require smaller scale hydrogen investment, but we see most

August 6, 2024 No Comments

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Day: August 6, 2024

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