1st Topic of the Week: Capital is shifting toward lithium platforms that integrate low-cost supply, scalable processing, and contracted offtake, as conversion bottlenecks redefine pricing
General Thoughts: We focus on USGC storm Francine and those most notably impacted if it makes a direct hit on Louisiana, as it favors tighter
General Thoughts: Western spot propylene and benzene prices have risen to a sizable premium relative to Asia YTD – a plus for Western manufacturers and
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