General Thoughts: The consensus view calls for ammonia markets to stay supportive, but execution speed, carbon traceability, and certification readiness, not consensus, will dictate who
General Thoughts: We discuss the DowDuPont break-up in 2019, and the now proposed DuPont separation into three companies – attractive sum-of-the-parts valuations do not ensure
General Thoughts: Chemical feedstock and intermediate costs are mixed YTD, with some chains seeing near-term margin benefits relative to weakness in others, but price support
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
US petrochemical markets have lost much of the positive momentum seen in early 2023, and it could reverse abruptly in 2Q23 as domestic production rebounds
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