Sustainability & Energy Transition
1st Topic of the Week: Small modular reactors (SMR), despite their challenges, offer a low-carbon power output option at a relatively high capacity factor –
March 28, 2025
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1st Topic of the Week: Small modular reactors (SMR), despite their challenges, offer a low-carbon power output option at a relatively high capacity factor –
1st Topic of the Week: We see another problematic year for polymer recycling in 2025, as we expect weakness in virgin polymer pricing and an
The likelihood of a wave of M&A following ADNOC/Covestro is not high, as valuations are not aligned for deals that would make sense, and few
While the US election focus is trying to move away from name-calling and towards the economy, US voters who believe the economy is in bad
1st Topic of the Week: We look at the scale of growth in China in many of the critical pathways to clean energy and question
General Thoughts: US spot ethylene margins are at/near YTD highs as production issues spurred prices and costs declined – the US ethylene advantage to remain
General Thoughts: We joined investor events at Westlake and OMV today, where both highlighted the benefits of integration, though from different starting points, and product
Geopolitics threatens a global industrial, manufacturing, and retail model that has evolved over the last 30-plus years through increasing globalization and supply chains that depend
General Thoughts: The US S&P 500 commodity chemical sector index will unlikely outperform the S&P 500 chemicals index in 2H24 due to eroding fundamentals and
Topic of the Week: By undervaluing alternatives to wind and solar power, batteries, and electrolyzers, the costs imposed on energy transition are at risk of
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