China’s latest retaliatory tariff threats increase the risk of a supply chain reset, holding the potential to realign global petrochemical flows structurally, erode US margins,
1st Topic of the Week: Water scarcity poses a growing constraint to lithium production, with over half of global reserves in water-stressed regions—escalating risks of
The World is changing quite rapidly today – mostly because of geopolitics, but also because of a lot of noise and opinion swings in energy
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: We view 2025 as a year of continued commodity market oversupply absent unforeseen and a mixture of significant cost curve, policy, demand, and
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: North American methanol producers hold a substantial production cost advantage relative to Europe and Asia, allowing for greater profitability but also a selective
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