1st Topic of the Week: US EV hesitancy and incentive rollbacks ease grid stress, improve alignment with capacity, and safeguard reliability, while Europe struggles with
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
The recent drop in transportation fuel values has outpaced the decrease in crude oil values, steering attention to chemicals for long-term downstream growth despite its
Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a few major producer Capex views
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