1st Topic of the Week: Lower formulation costs could strengthen paintmakers’ purchasing leverage before pigment volumes decline, leaving additive developers to prove they can retain
1st Topic of the Week: Recycled content rules can force initial purchases, but brands decide what scales, making flexible virgin and recycled formulations a lower-risk
General Thoughts: Global chemical downturn into 2026 will force ownership change and capital discipline, restructuring across Europe and Asia ex-China, while redefining low-cost integration as
1st Topic of the Week: As global critical mineral markets tighten and policy shifts accelerate, will tailings valorization remain overlooked, or emerge as the decisive
General Thoughts: Many global petrochemical companies expect a similar market setting in 2025 relative to 2024, despite a flatter global production cost curve, more China
US electric power producer initiatives to lift the capabilities to co-fire hydrogen in methane-fired turbines face an array of challenges in terms of being cost
General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical Equity index has underperformed YTD, and the highlighting of cautious views for 2025 following expectedly weak
General Thoughts: US spot PVC has sunk to a YTD low in November amid seasonally weak demand and ample global supply – housing market improvement
General Thoughts: We discuss takeaways from a few global chemical sector earnings reports, which mostly expect a weak 4Q24 but anticipate improvement in 2025 –
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