China’s slowing consumption and persistently low relative price inflation push excess supply outward, reviving export-led clearing and intensifying global price competition as logistics increasingly normalize
General Thoughts: Amcor’s architecture transforms circularity into competitive capital, collapsing the distance between chemistry and consumer, where spec ownership now defines enduring industrial profitability and
General Thoughts: Arkansas turns geology into policy-driven advantage as regulatory certainty, DOE coordination, and logistics position the Smackover as the US prototype for integrated, financeable
General Thoughts: Pessimism in petrochemicals is capitulation, not a signal; trough pricing, rationalizations, and capital scarcity prewire tighter conditions, as integration and customer intimacy reward
General Thoughts: Diverging global ethylene margins—US squeezed, Europe and Asia rebounding—signal a strategic crossroads, challenging assumptions about closures and downstream price stability into mid-2025.
General Thoughts: US polymer prices are seeing some support amid curbed production caused by a USGC winter storm spurring spot ethylene and propylene values higher
Before President Trump raised the notion of possible tariffs, trade was going to be a problem for many polymer markets in 2025 because of growing
General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the
General Thoughts: We discuss Chinese polyolefin capacity additions and the potential for Western turnarounds to spur new capacity and keep high-cost units online in 1H25
General Thoughts: We discuss the potential impacts of polyethylene (PE) and polyvinyl chloride (PVC) from the US East and Gulf Coast labor strikes, as it
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