1st Topic of the Week: China’s electric truck boom erodes diesel demand from within, accelerating refinery pivots to chemicals and challenging global oil assumptions with
General Thoughts: Global natural gas prices have plummeted relative to their average in 2023, with the most notable decline in Ex-US natural gas markets, favoring
Recent global chemical production cost movements and US price support have lifted domestic market sentiment, but our study suggests low run rates will limit the
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