Global Market Analysis
General Thoughts: We discuss the IEA projected crude oil feedstock surge into the Chinese chemical industry, which generally agrees with our outlook and more globally
October 17, 2024
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General Thoughts: We discuss the IEA projected crude oil feedstock surge into the Chinese chemical industry, which generally agrees with our outlook and more globally
General Thoughts: Since 2021, many companies have expanded rapidly to only see expected demand fail to materialize as projected, lifting industry financial challenges amid falling
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
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