General Thoughts: Across markets, tighter conditions are mainly driven by higher costs and lingering curtailments, not by demand, as US propylene firms WoW, while early-year
Structure, not scale, determines valuation, capital access, and resilience as oversupply, policy volatility, and higher rates punish complexity yet reward clarity, focus, optionality, disciplined execution,
Global Market Analysis If Policy Writes The Rules, Do Costs Still Matter? Key Findings Exhibit 1: Global oil, regional gas: market structure and policy drive
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