The so-called “energy transition” isn’t stopping—it’s being redefined by those still investing. As Western firms retreat under fading incentives, China is pushing forward to shape
General Thoughts: We discuss the IMF World Economic Outlook that anticipates China’s real GDP growth to slow to almost equal global GDP growth by 2029
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
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