General Thoughts: Across chemical markets, advantaged assets are capturing more...
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General Thoughts: Across chemical markets, advantaged assets are capturing more...
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Polymer Price Expectations - Monthly Report # 31
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Industrial capital is clustering around power and energy infrastructure, leaving...
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1st Topic of the Week: Solar demand remains abundant, but...
Read MoreGeneral Thoughts: Across chemical markets, advantaged assets are capturing more value without gaining broad pricing power, keeping capital focused on existing capacity as localized supply
Polymer Price Expectations – Monthly Report # 31
Industrial capital is clustering around power and energy infrastructure, leaving chemical producers to improve returns from existing assets as excess capacity keeps global expansion spending
1st Topic of the Week: Solar demand remains abundant, but contracted projects with grid access are capturing more value as storage and policy requirements narrow
General Thoughts: Elevated methanol and overseas energy costs selectively improve incumbent economics, but China’s trade shift and cautious renewable spending show pricing does not yet
General Thoughts: Polymer markets show selective improvement, as higher costs support seller positions and regional barriers favor advantaged producers, while ample global capacity keeps broader
General Thoughts: US natural gas advantages support infrastructure growth, but chemical investment remains selective as projects face a higher bar to defend returns as global
General Thoughts: Most attention remains on crude oil, but ex-US natural gas has made a more consequential move toward multi-year highs, widening regional cost gaps
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