1st Topic of the Week: As global critical mineral markets tighten and policy shifts accelerate, will tailings valorization remain overlooked, or emerge as the decisive
Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
1st Topic of the Week: Surging US electricity demand collides with tightening policy, FEOC limits, and grid constraints, driving compliant supply chains, diversified generation, and
1st Topic of the Week: We discuss the Trump pause in IRA funding and likely upcoming shifts to this incentive package, highlighting our positive view
As calls for more CCS grow in Europe and the US, there are signs that the most significant impediments might be regulatory approvals and legal
Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right
North American polypropylene (PP) prices face downward pressure into year-end as global production and logistic improvements position supply to outpace demand.
US refinery margins have
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