Global Market Analysis
General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
January 14, 2025
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General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
General Thoughts: Global government policies continue to navigate the delicate balance between protecting domestic industry and keeping demand up – those with low production costs
Recent crude oil and Ex-US naphtha price strength suggest downstream refined product and chemical price support that benefits North American producers relative to Europe and
Financing costs and the needed return rates to advance projects have risen with interest rates – a headwind for the energy transition but a plus
Global feedstock values shifted in favor of a flatter global chemical production cost curve in the first week of 4Q23, putting downward pressure on recent
Consensus Asia consumer price inflation expectations for 2023 have fallen in May relative to the US and Eurozone, suggesting it will benefit from lower inflation
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