Sunday Executive Summary
We see an increasing amount of concern around power (and energy) availability and our work with Issaquena Green Power has put us right at the
September 1, 2024
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We see an increasing amount of concern around power (and energy) availability and our work with Issaquena Green Power has put us right at the
General Thoughts: Western commodity chemical markets were tighter in 1H24, than most expected at its start because of a mixture of outages and global freight
General Thoughts: We view the maturing of the seed trait and crop protection industry as beneficial to distributors and farmers but negative for global seed
General Thoughts: The global Butadiene market faces higher costs, production cuts, and still tepid downstream demand in 1H24, causing substantial pressure for Europe and Asia
For a hydrogen investment to work several factors need to be stacked in your favor, not just one or two. Lining up all the options
It is very hard to get away from the physics of splitting water atoms, and without cheap power, the economics don’t work. One of the
The year-end announcement that the EPA and the Biden Administration is granting primacy for CCS Class 6 well permits to Louisiana is a game changer
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
ESG investing is dying, not because of “anti-woke” but because of poor definition
The idea has been focused on making investors feel good versus doing
Wherever carbon capture and storage are possible, blue hydrogen will likely be cheaper than green.
It is also the only near-term option for hydrogen at
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