General Thoughts: Low-cost oil and gas producers’ efforts to extend their value chains into high-return integrated growth areas will likely intensify in chemicals as oversupply
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
General Thoughts: Global chemical producer strategic outlooks will be a focus this earnings season, as the global market faces a steep production cost curve and
General Thoughts: The C-MACC Clean Energy Mineral Index has increased only 1.4% YTD, following a ~53% YoY decline in 2023, as energy transition growth failed
General Thoughts: Western polyolefin price strength following 4Q23 global logistical constraints, supply cuts, and recent cost curve movements are benefiting its producers and, most notably,
General Thoughts: Cost position and relative integration will likely remain primary determinants of commodity chemical and refining outperformance in 2024 amid oversupplied markets. We discuss
Stock valuations in general suggest a better year for chemicals in 2024, driven by estimates that expect growth over 2023 – oil prices will impact
Given the very different country agendas, the oil reduction language was good.
The group missed an opportunity to focus on carbon pricing, which remains vital.
In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
The crude oil price rebound in 2H23 lifted global commodity chemical prices, favoring North American profit relative to Asia and Europe. Its impact on specialty
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