Month: September 2025

Base Chemical Global Analysis
Global Weekly Catalyst No. 299

General Thoughts: Into 4Q25 and 2026, compressed spreads, uneven demand, and policy recalibrations converge, rewarding nimble low-cost producers while penalizing rigid models tied to fragile

Sunday Executive Summary
Food Security Anchors Value, Resin Surplus Anchors Risk

Agriculture equities compound through corn stability, ammonia firmness, and ethanol export strength, as commodity chemicals wane under relentless Chinese production and protectionist barriers shifting trade

Sustainability & Energy Transition
Love You Madly: From Wasted Heat To Certified Returns

C-MACC Weekly Sustainability and Energy Transition Report Love You Madly: From Wasted Heat To Certified Returns Exhibit 1: Industrial waste heat recovery can transform an