1st Topic of the Week: Europe’s methane rules turn climate policy into an energy-security spread, adding procurement risk for import-dependent industry while making verified gas
Global feedstock costs shift further WoW in favor North American chemical producers relative to Asia and Europe, curbing but not erasing profit downside risk into
We discuss OMV and BASF 1Q23 business updates, adding further proof that chemical sector business conditions were “less bad” than expected. However, it could be
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