1st Topic of the Week: Brand-backed resin platforms should beat standalone recycling capacity when dedicated offtake, certified content, virgin performance, and converter proof make compliance
General Thoughts: Waha’s discount reflects trapped Permian gas value, but lower crude, new takeaway, and rising demand could shift more of the upside to pipeline
General Thoughts: US spot ethylene and propylene production margins significantly strengthened in July, and we discuss why we see more risk in US spot propylene
In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
NW Europe and US electricity price strength relative to natural gas supports our view that higher prices are needed to spur green product growth compared
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