Sustainability & Energy Transition
1st Topic of the Week: Could BP’s strategic shift be more reactive than visionary? We argue that the evolution of its strategy since 2020 has
February 28, 2025
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1st Topic of the Week: Could BP’s strategic shift be more reactive than visionary? We argue that the evolution of its strategy since 2020 has
General Thoughts: Global ethylene market oversupply is resulting in the restructuring and closing of some high-cost capacity, but strategic activities to source cheap feedstock and
Polymer Price Expectations – Monthly Report # 13
General Thoughts: We highlight the global price premium in low-density polyethylene (PE) relative to linear-low and high-density PE and why global LDPE premiums could remain
General Thoughts: The global chemical production cost curve reflects a flattening pattern YTD, with futures implying flatter conditions ahead. We discuss the general setting and
We discuss the recent German election, as we think the new coalition will mostly continue Germany’s hydrogen ramp-up. However, it will likely lift German support
General Thoughts: Global chemical prices primarily reflect downward pressure WoW, with some of the largest drops appearing in the US spot market amid weak derivative
Global chemical end-market demand has proven weaker than expected in 1Q25, and margins are primarily under pressure – we discuss US chemical sector and sub-sector
1st Topic of the Week: We discuss the Trump pause in IRA funding and likely upcoming shifts to this incentive package, highlighting our positive view
General Thoughts: Global cost curve developments favor lower prices and compressed margins in low-cost regions. We discuss why we are more constructive in global ammonia
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