Recent crude oil and Ex-US naphtha price strength suggest downstream refined product and chemical price support that benefits North American producers relative to Europe and
The price of manufactured goods in the US faces downward pressure into year-end amid lower global input costs – crude oil price strength is a
Specialty chemical companies have faced myriad demand and cost concerns during the past two years, which has kept equity values in check – cost improvement
US integrated polyethylene (PE) producer margins reflect strength relative to the global avg. producer margin in 4Q23 – US PE prices have fallen, but its
The recent drop in transportation fuel values has outpaced the decrease in crude oil values, steering attention to chemicals for long-term downstream growth despite its
Global commodity chemical prices are under pressure from the drop in crude oil values and tepid demand – it could result in profit declines for
The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and contract ethylene prices are below Asia and Europe,
The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence demand more than energy transition growth
Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference premiums, signaling a needed non-market
Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and demand uncertainties have risen – a negative trend for
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