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Latest Publications
- Midnight Train To Margin Pain: Costs Rise, Exports Surge, Relief Leaves The Station
- Global Weekly Catalyst No. 326
- Factory Reset? China’s Prices Rise & Cheap Relief Leaves the Building
- Shock & Ore: Power Bills Turn Metal Thrills into Deliverability Kills
- Like a Wrecking Ball: Unprepared Cost Models Get Crushed, Control Still Calls The Shots
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Blog Posts
- Asia PS steadies after multi-week rally as upstream swings blur outlook
- Massive hikes pass on April ABS deals in Italy
- Asia PS steadies after multi-week rally as upstream swings blur outlook
- April hikes push Europe’s ABS to highest level since Aug 2022
- ABS market holds steady in Türkiye amid cautious demand
- Italy’s PS market hits highest level since July 2022
- European PS sellers apply different size of gains in April
- Türkiye’s PS market holds at elevated levels, buying slows
- Upstream volatility discourages aggressive moves in Asia’s ABS pricing
- Upstream volatility discourages aggressive moves in Asia’s ABS pricing
