Global Market Analysis
The production problems at the Shell Monaca site push this project even deeper into the red. If Shell cannot get it right the odds are
May 5, 2023
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The production problems at the Shell Monaca site push this project even deeper into the red. If Shell cannot get it right the odds are
Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain constructive.
The US agriculture sector
The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input costs – a quick reversal is
US spot polyethylene (PE) prices declined from a historic market premium relative to avg. NW Europe and Asia prices in 2021 to now reflect a
Global market indicators remain favorable for US commodity chemical producers relative to peers in Asia. Though factors are likely to shift by 2H22, a stronger-for-longer
Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a few major producer Capex views
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