C-MACC Sunday Executive Summary Return to Sender: Integration Rocks While Scale Rolls Away Exhibit 1: BASF pushes forward with its “winning ways” strategy, unlocking value
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
General Thoughts: Global cost curves are resetting as policy, infrastructure, and portfolios, not only supply, determine prices, with oil–gas divergence, freight deflation, and power markets
General Thoughts: Most chemical producers anticipate a better year in 2024, driven by improving end-demand outside the US, notably in 2H24 – the impact of
Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right
North American polypropylene (PP) prices face downward pressure into year-end as global production and logistic improvements position supply to outpace demand.
US refinery margins have
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
