February 25, 2025

Day: February 25, 2025

Global Market Analysis

Riders on the Storm – Flattening Global Chemical Cost Curve Adds to Oversupply Risk as Competitive Dynamics Shift

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

February 25, 2025 No Comments

The Hydrogen Economy

European Hydrogen: Stagnation Or Acceleration?

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

February 25, 2025 No Comments

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Day: February 25, 2025

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