Sunday Executive Summary
Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
August 10, 2025
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Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
1st Topic of the Week: Surging US electricity demand collides with tightening policy, FEOC limits, and grid constraints, driving compliant supply chains, diversified generation, and
As calls for more CCS grow in Europe and the US, there are signs that the most significant impediments might be regulatory approvals and legal
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
US recycled resin prices reflect significant declines from 2H22 highs, adding significant risk to recycler profit and many sector growth initiatives to hit buyer content
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