1st Topic of the Week: Power scarcity is turning sustainability into an integration race, rewarding platforms that control fuel, wires, capacity, permitting, and ratepayer risk
General Thoughts: Market developments suggest that in the medium- to long-term, US merchant ethylene buyers will see their advantage shrink relative to buyers abroad as
General Thoughts: We highlight a few takeaways from the ChemOrbis Global Petrochemical Conference, where our discussions ranged from feedstock to downstream supply/demand views across global
At several points over the last 40 years, ethylene co-products have been so valuable relative to feedstocks that ethylene has been free – US propane
General Thoughts: Since 2021, many companies have expanded rapidly to only see expected demand fail to materialize as projected, lifting industry financial challenges amid falling
US crop indicators point to higher prices and farmer incomes, while US commodity chemical indicators illustrate an oversupplied setting and rising margin pressure despite cost
North American petrochemical margins have improved YTD, but volume trends suggest most producers are still at sub-optimal rates despite the global cost curve shifting further
C-MACC Co-Founders, Graham Copley, and Cooley May, will be at different events next week – Graham will be in Europe with clients, and Cooley will
Producer prices have grown more than consumer prices YTD, suggesting end-product price hikes or margin contraction lie ahead of many product chains. We remain concerned
Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market views and flag several
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
