Global Market Analysis
Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to lower-priced Chinese competition and cost advantages in
November 28, 2023
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Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to lower-priced Chinese competition and cost advantages in
Global chemical oversupply will likely worsen into year-end as North America’s cost advantage and China’s unrelenting production push will overtake cutbacks that will likely occur
US polyethylene (PE) producers are pushing for contract price hikes in August, which we think will further delay a much-needed non-market adjustment based on global
We depart from our CERAWeek meetings with greater confidence that energy and chemical sector strategic ties will strengthen as value-chain integration benefits increase this decade.
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