Most attention remains on near-term PE tightness, but supply growth is also becoming less dependable, leaving the medium-to-long-term outlook firmer than pre-conflict forecasts anticipated.
Middle
1st Topic of the Week:Copper’s rally lifts sector earnings, while processing flexibility and shared infrastructure determine which producers can sustain margins after regional tightness and
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
China’s industrial output now structurally outpaces consumption, recasting GDP signals; executives must shift from demand metrics to tracking state-fueled value-added overcapacity shaping trade, pricing, and
General Thoughts: The C-MACC Clean Energy Mineral Index rose 1% MoM in February, marking its first MoM uptick since 2Q23. The index is down 37%
General Thoughts: Global natural gas prices continued their descent this week, while crude oil markets reflected strength, a more positive development for North American ethylene
General Thoughts: Global natural gas prices have declined on an absolute basis and relative to Western power prices since 2H23, boosting blue and grey hydrogen
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