Sustainability & Energy Transition
1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
April 10, 2026
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1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
General Thoughts: Stabilizing US housing indicators point toward a coordinated 2026 demand inflection, as rate relief, resilient household financials, and rising equity reposition the sector
Liquidity precision replaces scale as the ultimate competitive edge in commodity chemicals, transforming balance sheets from static safeguards into dynamic, return-focused engines of enduring strategic
C-MACC Sunday Executive Summary Return to Sender: Integration Rocks While Scale Rolls Away Exhibit 1: BASF pushes forward with its “winning ways” strategy, unlocking value
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
General Thoughts: Global cost curves are resetting as policy, infrastructure, and portfolios, not only supply, determine prices, with oil–gas divergence, freight deflation, and power markets
General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the
Daily Chemical Reaction Lovin’ You To Pieces – A Tough Setting To Unlock Value, But Still Likely The Right Move For BASF! Key Findings Exhibit
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
Global crude oil price weakness will expedite chemical price declines and likely curb early 2024 forecasts, putting regional buyers of products in limited supply due
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