Global Market Analysis Waiting on the World to Change – The Unprotected Sit “Tariffied” As Oversupply Risks Rise; Early 1Q25 Trends Mostly Weak! General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the January 9, 2025 No Comments