General Thoughts: Arkansas turns geology into policy-driven advantage as regulatory certainty, DOE coordination, and logistics position the Smackover as the US prototype for integrated, financeable
General Thoughts: Well-capitalized firms will capitalize on policy-driven dislocations, as increasing resource nationalism fosters global supply chain diversification, rewarding scale, trust, and strategic optionality.
Supply
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: Recycled plastic content targets for many packaging companies look increasingly out of reach as resin recyclers face rising challenges and
General Thoughts: We discuss proposed European retaliatory tariffs on US goods, including polyethylene (PE), which is occurring alongside recent improvements in the EU cost position
General Thoughts: US commodity chemical equities have underperformed the S&P 500, and the chemicals sector YTD – a likely drop in commodity prices, absent more
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