General Thoughts: North American methanol producers are in a good spot amid global trough conditions, given their relative low-cost position, low-carbon demand enhancements ahead, and
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
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,
Some European chemical producers have seen costs decline YTD relative to others. However, our global market study shows Europe overall in a more difficult spot
The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not
Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: See PDF below
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
