Global Market Analysis
General Thoughts: Europe is in an already difficult global trade position because of its high relative costs and slow, mostly mature demand profile – Trump
November 8, 2024
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General Thoughts: Europe is in an already difficult global trade position because of its high relative costs and slow, mostly mature demand profile – Trump
Daily Chemical Reaction Lovin’ You To Pieces – A Tough Setting To Unlock Value, But Still Likely The Right Move For BASF! Key Findings Exhibit
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: Chinese consumer price deflation YoY in January 2024 is a plus for its exports and global consumers but negative for Western manufacturers and
C-MACC Co-Founder Graham Copley will host a webcast to discuss the global ethylene market, likely rationalizations, and the China factor on January 9 at 9
Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much more pronounced for this group than
The global chemical industry reflects an oversupplied setting, and a steepening cost curve has spurred low-cost production. Efforts to decarbonize value chains vary by region
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