General Thoughts: We highlight a few takeaways from the ChemOrbis Global Petrochemical Conference, where our discussions ranged from feedstock to downstream supply/demand views across global
With weak European consumer spending and weakening spending in the US, where are all the Chinese exports going? Some into inventory as a hedge against
General Thoughts: US spot ethylene margins are at/near YTD highs as production issues spurred prices and costs declined – the US ethylene advantage to remain
General Thoughts: Overly optimistic demand views, with many being tied to energy transition, have led to increasingly poor capital deployment decisions, and especially in areas
We reiterate our constructive view of fertilizer and agricultural chemical markets, as we view this market as better poised to improve in late 2023 and
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