Sunday Executive Summary
Radical shifts are needed in the European Chemical industry, and the moves announced by BASF this week suggest that the company is positioning itself better
September 29, 2024
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Radical shifts are needed in the European Chemical industry, and the moves announced by BASF this week suggest that the company is positioning itself better
1st Topic of the Week: As the trend of backing away from sustainability targets continues, stakeholders need to think through the consequences – one of
A week of conflicting messages is likely ahead with chemical companies discussing the extreme weakness in margins in Europe and Asia, while the oil and
Tuning in for a State of The Union this week and momentarily thinking we were watching a game show caused us to think not about
General Thoughts: US polypropylene (PP) spot price support relative to Europe and Asia is due to upstream outages and production cuts – a near-term plus
The most interesting part of the IRA from a US competitiveness perspective was likely already in place with 45Q – the IRA just raised the
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
To accelerate investments in all things green energy and green materials, buyers will need to accept some risk in terms of pricing – guaranteeing project
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