Global resin trade is fragmenting under tariffs, compliance costs, and asymmetric capacity additions, making “domestic-first” logic obsolete and exposing leaders without international scope to lasting
1st Topic of the Week: As US federal climate rules recede, will fragmented state policies form a viable national framework, or deepen structural uncertainty that
General Thoughts: State-backed expansion, protectionist trade shifts, and counter-cyclical consolidation are redefining chemicals, rewarding scale, optionality, and resilience over near-term profits or pure cost leadership.
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
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