Polymer Global Analysis
General Thoughts: Western polymer markets, on average, have seen their prices rise so far in 1Q25 relative to a muted response in Asia, and we
February 12, 2025
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General Thoughts: Western polymer markets, on average, have seen their prices rise so far in 1Q25 relative to a muted response in Asia, and we
General Thoughts: Many global petrochemical companies expect a similar market setting in 2025 relative to 2024, despite a flatter global production cost curve, more China
Polystyrene – January Monthly Pricing Report
Polyethylene – January Monthly Pricing Report
General Thoughts: We discuss the Dow 4Q24 earnings report and its early 2025 commentary, its restructuring activities, and highlight its Pack Studios unit as a
General Thoughts: Excluding a significant run-up in crude oil prices or unforeseen events causing global supply balances to tighten, it isn’t easy to paint a
General Thoughts: We will host a webcast tomorrow morning to discuss our view of the global polyethylene market and where we see opportunities, challenges, and
General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the
Base Chemical Global Analysis Global Weekly Catalyst No. 261 Exhibit 1 – Chart of the Day: Base chemical prices see support relative to US producer
C-MACC Sunday Thematic and Weekly Recap No Candy Coating Possible – A Bad Year Ahead for Sustainability and Transition Exhibit 1: Note that the EV
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