Global Market Analysis
General Thoughts: A global petrochemical power shift is underway—collapsing costs, currency and trade chaos, and a slowing green push collide to reshape trade, challenge US
April 15, 2025
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General Thoughts: A global petrochemical power shift is underway—collapsing costs, currency and trade chaos, and a slowing green push collide to reshape trade, challenge US
Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia products – higher interest rates and project
Value-chain integration benefits will rise among global energy and chemical producers this decade, with integrated producers poised to post higher risk-adjusted returns consistently.
Shell and
US industrial production remained lower YoY in July due to oversupply overshadowing its energy-advantaged cost position – Europe and Asia run rates are lower for
Global ammonia markets remain weak, but better times are on the horizon, as supply appears unlikely to keep pace with broadening existing and new demand
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22
Weakening chemical derivative demand is working against the ability to raise prices in some product chains to offset higher input costs YTD. We discuss global
Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail sales trends, European naphtha premiums, and US commodity
Global market indicators remain favorable for US commodity chemical producers relative to peers in Asia. Though factors are likely to shift by 2H22, a stronger-for-longer
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