Global Market Analysis
General Thoughts: Many global petrochemical companies expect a similar market setting in 2025 relative to 2024, despite a flatter global production cost curve, more China
February 4, 2025
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General Thoughts: Many global petrochemical companies expect a similar market setting in 2025 relative to 2024, despite a flatter global production cost curve, more China
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: The C-MACC Clean Energy Mineral Index fell 1% MoM in November, a second consecutive monthly drop, to fall ~11% below its YTD high
General Thoughts: The C-MACC Clean Energy Mineral Index has increased only 1.4% YTD, following a ~53% YoY decline in 2023, as energy transition growth failed
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