Global Market Analysis
Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
December 16, 2025
No Comments
Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
General Thoughts: The illusion of cheap energy collapses as surging demand, infrastructure delays, and escalating capital costs institutionalize electricity inflation, turning resilience into privilege and
We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative product manufacturers and those, such
US industrial health indicators support domestic chemical demand growth in 2022 and remain in favor of reshoring more manufacturing. We discuss US industrial production trends
A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be
US consumer prices rose sharply in November, and our conversations with global chemical producers highlight still strong demand. We discuss lagging but improving production indicators
US chemical sector optimism remains high as several demand indicators come forth to curb some concerns with improving product availability. We discuss several risks that
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
