Global Market Analysis
Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
December 16, 2025
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Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
US commodity chemical equities have underperformed YTD, following a period of significant underperformance in 2H24, as global trade uncertainties have boosted concerns surrounding its already
General Thoughts: The substantially advantaged US ethylene cost position and recent production issues impacting domestic merchant ethylene supplies favor US ethylene capacity expansions and value-chain
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