Sustainability & Energy Transition
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
October 11, 2024
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Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: Global manufacturing activity remains generally weak amid oversupplied conditions. While we see a mixed setting ahead for Asia and North America, we take
Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right
North American polypropylene (PP) prices face downward pressure into year-end as global production and logistic improvements position supply to outpace demand.
US refinery margins have
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