C-MACC Sunday Executive Summary Return to Sender: Integration Rocks While Scale Rolls Away Exhibit 1: BASF pushes forward with its “winning ways” strategy, unlocking value
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
US spot polymer-grade propylene prices have surged YTD relative to overseas markets, and we flag positive US production economics and global capacity additions likely to
We depart from our CERAWeek meetings with greater confidence that energy and chemical sector strategic ties will strengthen as value-chain integration benefits increase this decade.
It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime
Global chemical feedstock prices are notably higher YTD, pushing prices (and sales) up for most sector participants. We discuss dollar (instead of %) margin trends
Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a few major producer Capex views
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