General Thoughts: A global petrochemical power shift is underway—collapsing costs, currency and trade chaos, and a slowing green push collide to reshape trade, challenge US
General Thoughts: Western commodity chemical markets were tighter in 1H24, than most expected at its start because of a mixture of outages and global freight
General Thoughts: Chemical feedstock and intermediate costs are mixed YTD, with some chains seeing near-term margin benefits relative to weakness in others, but price support
General Thoughts: Relative cost position has become a major discussion topic in terms of YTD margin support and profit outlooks for 2024, as many global