Tag: BASF

Global Market Analysis
Easy Come, Uneasy Go: Cost Relief, Rewards Split

General Thoughts: The US feedstock advantage has eased from shock peaks, but Europe and Asia ex-China remain exposed, with naphtha and gas costs still limiting

Sunday Executive Summary
Capacity Trap: The Supply That Counts Is the Supply That Delivers

Apparent manufacturing stability masks shrinking usable capacity as liquidity, logistics, affordability, and operating reliability outrank installed production capability across industrial systems.

Industrial survival increasingly depends