ConAgra

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Global Market Analysis

Set ‘Em Up Joe – Commodity Chemicals Fell Off the Wagon in 4Q24; Intervention Needed for A Better 2025

General Thoughts: US commodity chemical equity values slid lower in 4Q24 with market fundamentals, notably underperforming the chemicals sector and overall market in 2024 –

December 20, 2024 No Comments

Global Market Analysis

Love The Way You Lie – Do 1Q23 Chemical Sector Business Trends Give A Good View of 2Q? We Doubt It!

North American petrochemical margins have improved YTD, but volume trends suggest most producers are still at sub-optimal rates despite the global cost curve shifting further

April 6, 2023 No Comments

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Tag: ConAgra

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