Sunday Executive Summary
This week, we hit another high in the relative attractiveness of producing ethylene and natural gas derivatives in the US versus the rest of the
August 4, 2024
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This week, we hit another high in the relative attractiveness of producing ethylene and natural gas derivatives in the US versus the rest of the
General Thoughts: US spot ethylene and propylene production margins significantly strengthened in July, and we discuss why we see more risk in US spot propylene
General Thoughts: We discuss chemical feedstock futures markets and implied chemical cost curve developments through 2025 to loosely gauge sector sentiment toward global fundamentals and
General Thoughts: Indorama Ventures is taking action to shift its global chemical production portfolio to focus on cost position, integration, and sustainable product growth –
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
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
General Thoughts: The North American polyvinyl chloride (PVC) market benefits from a low-cost production position, enabling the continued profitable production push towards Europe and other
General Thoughts: Western polyolefin margins strengthened in early 2024 relative to Asia, helped by Middle East logistical, lower natural gas/NGL feedstock prices, and crude oil
Our first global agriculture monthly report targets crop market and input trends in 2023 and their likely development in 2024, with a significant focus
US and Europe price inflation slowed in 2H23, while prices in China fell to show a YoY decline in 4Q23 – the global price setting
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