1st Topic of the Week: Copper markets reward execution reliability, with consistent throughput, integrated infrastructure, and delivery visibility driving premiums over assets exposed to operational
1st Topic of the Week: Water scarcity is no longer a distant threat—it’s a fast-emerging, systemic risk quietly reshaping agriculture, industry, infrastructure, and global capital
Production cuts in 2H22 helped trim inventories and lift chemical prices in early 2023 – we discuss recent propylene and polypropylene price trends and headwinds
The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a potential cost rebound for
Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22
Global chemical feedstock values reflect a declining US cost advantage relative to Ex-US producers, suggesting downward pressure on US premium prices. Demand indicators support many
US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US specialty sub-sector equities
US polymer prices remain significantly higher than levels seen at the start of 2020. A mixture of strong US manufacturing, despite some input sourcing issues,
Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and flag
Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in some product chains. We highlight a
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