Sunday Executive Summary
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
January 2, 2023
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2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
Global chemical markets reflect oversupply and low margins, and this will not change without significant demand growth in 2023. It is unlikely on Santa’s delivery
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