General Thoughts: China’s continued push in manufacturing is creating global oversupply and undercutting prices in many manufactured goods, posing challenges for manufacturers elsewhere and their
General Thoughts: Relative cost position has become a major discussion topic in terms of YTD margin support and profit outlooks for 2024, as many global
Global chemical markets will likely remain oversupplied in 2024. However, the trade balances between regions will likely further shift, with Europe being one of the
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
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