Global Market Analysis
Chinese chemical growth is the primary culprit of global oversupply in 2023 – it has limited North American cost benefits and put sizable pressure on
October 31, 2023
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Chinese chemical growth is the primary culprit of global oversupply in 2023 – it has limited North American cost benefits and put sizable pressure on
In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
The crude oil price rebound in 2H23 lifted global commodity chemical prices, favoring North American profit relative to Asia and Europe. Its impact on specialty
Chemical sector followers are looking past 3Q23 reports to profit indicators for 4Q and 1H24 – visibility is limited, suggesting crude oil movements will be
NW Europe ammonia prices increased this week but not at the pace of its production costs, a positive development for global ammonia price support and
US wholesale prices rose in September due to higher energy and food costs, benefiting North American agricultural and commodity chemical producers relative to peers in
Global feedstock values shifted in favor of a flatter global chemical production cost curve in the first week of 4Q23, putting downward pressure on recent
The outperformance and underperformance of ESG and anti-ESG stocks appear primarily based on whether you own oil and gas stocks – other factors seem small.
Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much more pronounced for this group than
Non-integrated commodity chemical and specialty producers faced more input cost pressure in 3Q than planned mid-year due to higher feedstock costs and, in some cases,
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