1st Topic of the Week: In circular plastics, the emerging power dynamic favors those controlling both waste inputs and brand offtake, with those controlling neither
The proposed tariffs on Mexico and Canada surprised both countries, but maybe Canada the most, as it is unclear what the Trump Administration wants in
A tariff war is just one factor that could upend global polyethylene markets in 2025, with US exports most at risk in our view, adding
The Shell 4Q22 business update, similar to the one from ExxonMobil, shows much weaker chemical than profit upstream but depicts significant integration benefits.
We discuss
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