Tag: Braskem

Sunday Executive Summary
System Design Now Determines Chemical Advantage

Dependable operations now define competitive advantage, with non-integrated assets losing ground as fragility disrupts throughput, raises risk, and weakens returns under stress.

Oil-linked feedstock systems

Sustainability & Energy Transition
Watts the Problem: Power Gets Tight, Advantage Takes Flight

1st Topic of the Week: Electricity demand is positioned to outpace economic growth, shifting competitive advantage toward regions with secure, scalable power access, reliable infrastructure,

Global Market Analysis
When the Tide Goes Out: Refining Holds, Chemicals Must Cut

General Thoughts: Global average ethylene production margins collapsed in early 4Q25 then stabilized modestly, but only restructuring like high-cost cracker closures can loosely replicate refining’s