Global Market Analysis Producing Local To Serve Local Has Benefits; Will The Benefits Of This Model Further Erode Relative To Risks In China? General Thoughts: We are generally fans of the BASF integrated approach to chemical production in areas that serve regional/local customers – we see risks facing September 27, 2024 No Comments
Sustainability & Energy Transition “If You Would Just Do Your Homework” Pleading Fails & Magic is Not Real! 1st Topic of the Week: The recent IEA report states the obvious about transition shortfalls, but the advice of “just try harder” does not help September 27, 2024 No Comments