General Thoughts: Chemical feedstock and intermediate costs are mixed YTD, with some chains seeing near-term margin benefits relative to weakness in others, but price support
General Thoughts: Relative cost position has become a major discussion topic in terms of YTD margin support and profit outlooks for 2024, as many global
US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy participant notices have risen – both favor lower energy transition
Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent research on consumer price inflation
US plastic resin & material prices have risen more than recyclable plastic values YTD, though both show significant growth YoY. This setting makes an easy
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