1st Topic of the Week: With COP30 exposing more global policy and compliance fractures, capital deployments across most climate strategies carry elevated risk, promoting selective
The global impact of 2H23 oil market shifts on regional integrated commodity chemical profit is less difficult to gauge than for non-integrated commodity and derivative
US ammonia prices and production margins remain elevated, a positive for producers but a negative for farmers as domestic fertilizer production competes with exports.
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