General Thoughts: We discuss downstream and non-integrated European chemical producer profit strength that we view as likely short-lived and the continued global push to integrate
As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above mid-2023 levels despite 4Q oil
Low prices and high financing costs are stalling energy transition and chemical sector growth investments in a weak macroeconomic setting, increasingly relying on consumers for
Multiple US petrochemical producers highlight that margins have bottomed with their 4Q business reports, but a sector supply response could reverse recent improvements.
We discuss
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