Sunday Executive Summary
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
January 2, 2023
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2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
Global chemical market indicators increasingly signal oversupply, supporting negative sector views that could lessen with any 1H23 energy and/or outage-season surprises.
We highlight natural gas
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