Global Market Analysis
General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
January 14, 2025
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General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
General Thoughts: Global government policies continue to navigate the delicate balance between protecting domestic industry and keeping demand up – those with low production costs
General Thoughts: Europe is in an already difficult global trade position because of its high relative costs and slow, mostly mature demand profile – Trump
General Thoughts: The C-MACC Clean Energy Mineral Index fell 3% MoM in October after an uptick in September to reflect a ~10% lower level from
General Thoughts: We discuss the potential impacts of polyethylene (PE) and polyvinyl chloride (PVC) from the US East and Gulf Coast labor strikes, as it
It is very hard to get away from the physics of splitting water atoms, and without cheap power, the economics don’t work. One of the
1st Topic of the Week: Power Shortfalls Suggest Higher Pricing – If power supplies are insufficient to meet demand, prices will be higher than expected
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