General Thoughts: We highlight improving European ammonia producer fundamentals and Yara 2Q24 results as we take a cautious view of ammonia in 2H24 before our
General Thoughts: US spot polymer prices, on average, have increased from mid-2Q24 lows amid a mixture of production and logistic issues and efforts to stock
General Thoughts: Low-cost feedstock positions and a relatively healthy domestic economy are poised to benefit US commodity chemical producers in 2024 – their peers in