General Thoughts: Global industry is quietly breaking apart, as climate shocks, political pressure, and new rules reshape supply chains, rewarding those ready for volatility, imbalance,
General Thoughts: US farmer sentiment has surged, but beneath the optimism lie structural pressures, including crop price weakness, lower margins, and a volatile demand setting,
General Thoughts: As spot methanol prices fall globally in 2Q25, success favors low-cost producers with capital discipline, flexible operations, and low-risk models over those relying
General Thoughts: The Fed cut interest rates, but US mortgage rates have bounced in the opposite direction – we discuss this development and recent global
General Thoughts: We discuss global chemical and associated market 2Q24 reports, with many 2H24 outlooks expecting global demand improvement to help counter their disadvantaged positions
General Thoughts: The US S&P chemical sector index has notably underperformed the overall S&P 500 Index YTD, with S&P chemical outperformance driven by its relatively
General Thoughts: The ability of the North American power grid to keep pace with surging demand, let alone rising electricity production, appears grim, though some
Those reporting earnings late in the quarter are again sending a different message than those who reported early. Early reports were full of 2H 2024
The Biden administration’s decision to halt LNG export terminal permits may be great news for the current LNG players and the right decision from a
We depart from our norm to start this week, as we look at rising severe weather events and question what would happen if the World
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