
China Discounts, US Sticker Shock: The Power Play Splitting Margins and Shifting Advantage
General Thoughts: Consumer prices are rising globally, but pricing-power gaps are widening, benefiting lower-inflation consumers and manufacturers with advantaged feedstocks or stronger pricing leverage.
Supply Chain/Commodities: Cost inflation is exposing pricing power gaps across downstream chemicals, with weak demand delaying recovery and supply-tight producers defending spreads more quickly.
Energy/Upstream: Regional






