General Thoughts: Weak global demand and oversupplied petrochemical markets have compressed profits for most, and it is putting some low-cost chemical producers in a difficult
The price of manufactured goods in the US faces downward pressure into year-end amid lower global input costs – crude oil price strength is a
Initial chemical sector 4Q reports and outlooks support consensus views of commodity weakness and non-integrated derivative producer benefits. Risks vary by region.
US natural gas
Near-term global concerns with demand and product oversupply are overtaking the appreciation of cost curves and competitive positioning – this will eventually change.
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