Global Market Analysis
Building & construction product producers stand to benefit if the shortage of houses on the market spurs new home development, despite higher interest rates/lower buyer
July 7, 2023
No Comments
Building & construction product producers stand to benefit if the shortage of houses on the market spurs new home development, despite higher interest rates/lower buyer
A very complicated deal may be under way for control of Braskem, with ADNOC a less obvious buyer than its affiliates/partners – will synergies outside
Global freight rates reflect downward pressure in 1H23, supporting the case for supply chain improvements and suggesting reduced commodity price differentials between regions in 2023.
The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not
Global petrochemical producers outline their market and growth ambitions at WPC. Though all have views, strategies vary, and some bold, risk-adjusted moves lack appreciation in
Global chemical production cuts and a steeper production cost curve spurred early 2023 price hikes, favoring higher US export prices and upticks in its production
The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a potential cost rebound for
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22 to keep optimism in check.
Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply availability improves, consumer
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
