Global Market Analysis
General Thoughts: We discuss the IEA projected crude oil feedstock surge into the Chinese chemical industry, which generally agrees with our outlook and more globally
October 17, 2024
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General Thoughts: We discuss the IEA projected crude oil feedstock surge into the Chinese chemical industry, which generally agrees with our outlook and more globally
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: Global polyolefin margins have fallen into October, as polyolefin spot prices have moderated while global feedstock costs, most notably in the US, increased
Chemical Market Trends: On average, global spot base chemical prices declined further WoW despite mostly rising upstream feedstock costs – US spot PDH margins reflected
Daily Chemical Reaction Lovin’ You To Pieces – A Tough Setting To Unlock Value, But Still Likely The Right Move For BASF! Key Findings Exhibit
Chemical Market Trends: Global spot propylene price weakness WoW adds to the downward trend since mid-August. Global ethylene markets have seen more relative price support,
Chemical Market Trends: We highlight the announced Methanex acquisition of OCI Global methanol assets, US methanol prices at a premium to Asia, and flag strength
Chemical Market Trends: US integrated spot ethylene margins and US spot PDH unit margins increased last week as costs declined while ethylene and propylene prices
General Thoughts: European chemical industry restructurings are more at risk of both further advancing and broadening in scope than lessening, and we discuss our cautious
Polymer Market Trends: Global spot polymer prices were mostly lower in Asia and North America but higher in Europe last week. North American integrated margins
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