Depressed oil-to-gas ratios and elevated soy-to-corn prices shift chemical-sector risk profiles: commodity chemical underperformers in 2025 face low expectations in 2026, whereas agriculture faces the
General Thoughts: Feedstock convergence, rising USGC ethane risk, and disappearing European carbon buffers accelerate petrochemical restructuring, squeezing INEOS Project One and advantaged Asian ethane importers.
General Thoughts: Crop price strength and rising Ex-US natural gas prices relative to the US since mid-May paints an improved picture of US ammonia producer
General Thoughts: Global chemical producer strategic outlooks will be a focus this earnings season, as the global market faces a steep production cost curve and
General Thoughts: US personal consumption expenditures for durable and non-durable goods declined in January, while YTD domestic chemical production, on average, is higher, indicating that
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