Global Market Analysis
General Thoughts: We discuss weak spot acetic acid and vinyl acetate prices in China relative to methanol as an example of regional derivative product oversupply
February 11, 2025
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General Thoughts: We discuss weak spot acetic acid and vinyl acetate prices in China relative to methanol as an example of regional derivative product oversupply
General Thoughts: Many hopes for an early-year rebound in chemical market conditions have been squashed due to weaker-than-expected demand and higher feedstock costs, putting 1Q25
General Thoughts: US ethanol production has been strong in 2024, and a new weekly production record was set in November – this has helped support
While prices are low, the US natural gas industry is mostly very healthy and the high spending at Gastech was a clear sign all is
An opportunistic setting has developed for energy players to deploy strong cashflows towards growth downstream in chemicals to improve long-term risk-adjusted returns.
USGC NGL
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