General Thoughts: Western spot methanol prices have increased in 2024 in absolute terms and relative to Asia, benefiting cost-advantaged producers but hurting non-integrated derivative product
Polymer Market Trends: Global spot polymer prices fell (again) WoW, with Europe showing the most severe price declines, though North American and Asia polymer markets
General Thoughts: Market developments suggest that in the medium- to long-term, US merchant ethylene buyers will see their advantage shrink relative to buyers abroad as
1st Topic of the Week: Sustainability activism has, until recently, focused on criticisms around companies not doing enough, but the tide has turned, and some