General Thoughts: Chemical cost curves are compressing as feedstock prices retreat, favoring low-cost regions, while mounting oversupply and weak demand signal an urgent need for
Polymer Price Expectations – June – Monthly Report # 17
China is executing a long-cycle, state-aligned petrochemical strategy built on flexible feedstocks, converting refining into chemical scale and pricing advantage, while others contract under short-term
1st Topic of the Week: In circular plastics, the emerging power dynamic favors those controlling both waste inputs and brand offtake, with those controlling neither
General Thoughts: Global methanol prices are firming on ex-US natural gas strength, global supply concerns, and China spot support, though we see headwinds ahead for
General Thoughts: Volatile feedstock and freight markets underpin mild global polymer price gains, which we think will persist into early July. A crude oil rebound
General Thoughts: Volatility demands agility in agri-energy markets, amid policy shifts and crop price fluctuations, which create headwinds likely to hurt ammonia market sentiment, despite
Base Chemical Global Analysis Global Weekly Catalyst No. 285 Exhibit 1 – Chart of the Day: Natural gas prices in Europe and Asia increase relative
Despite a ~70% natural gas cost advantage and a robust renewables build, the US electricity CPI has climbed since January 2020 to nearly parallel that
1st Topic of the Week: Europe’s proposed automotive plastics regulations reveal a paradox: mandated circularity drives innovation yet intensifies tensions between sustainability, consumer costs, and
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