US commodity chemical equities have underperformed YTD, following a period of significant underperformance in 2H24, as global trade uncertainties have boosted concerns surrounding its already
1st Topic of the Week: Small modular reactors (SMR), despite their challenges, offer a low-carbon power output option at a relatively high capacity factor –
General Thoughts: US crop production appears likely to struggle to keep pace with demand, especially if favorable policy/incentives spur biofuel production. As food for thought,
C-MACC Polymer Pricing Service
General Thoughts: Western polypropylene (PP) spot prices will likely fall toward Asia levels during the next three years as Asian production rises, moving Europe and
General Thoughts: We discuss recent weakness in Alberta natural gas prices relative to Henry Hub levels, flagging pipeline expansions in the area that we think
China’s significant global renewable power generation advantage, driven by solar energy, positions it strongly to compete in green product markets like hydrogen, where we think
General Thoughts: Methanex posted its non-discounted reference price for North American methanol in April, which reflects a 10-year high compared to US spot methanol prices.
The so-called “energy transition” isn’t stopping—it’s being redefined by those still investing. As Western firms retreat under fading incentives, China is pushing forward to shape
1st Topic of the Week: Recycled plastic content targets for many packaging companies look increasingly out of reach as resin recyclers face rising challenges and
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