
You Don’t Have to Be a Weather Man: Feedstock Risk Is Blowing Through Chemicals
General Thoughts: Natural gas volatility now translates into risk, as export integration, consolidation, and midstream optionality reprice feedstock economics, slow marginal investment, and lift risk premiums.
Supply Chain/Commodities: Propylene prices increasingly reflect operational reliability and feedstock economics, as outages, cracking mix, and integration shape volatility, spreads, and regional competitiveness.
Energy/Upstream:






