1st Topic of the Week: AI-driven power demand outpaces grid readiness, forcing utilities and developers to build sustainable capacity through integrated generation architectures that overturn
General Thoughts: The consensus view calls for ammonia markets to stay supportive, but execution speed, carbon traceability, and certification readiness, not consensus, will dictate who
1st Topic of the Week: Control of materials is increasingly defining geopolitical leverage and industrial dominance, with MP Materials leading America’s strategic race for rare
General Thoughts: The decarbonization of crop inputs and related sustainability efforts play a vital role in the global decarbonization of agriculture; however, input supply growth/low
General Thoughts: US corn and soybean prices have fallen to YTD lows in August, but soybean values have fallen relative to corn, potentially putting in
This week, we hit another high in the relative attractiveness of producing ethylene and natural gas derivatives in the US versus the rest of the
1st Topic of the Week: With the news this week that the UN is suggesting that companies should not be allowed to use carbon credits
General Thoughts: We discuss the US agriculture sector ahead of 2Q24 business updates, considering US corn prices is near a YTD low – we are
1st Topic of the Week: Carbon Use – The timing of Celanese’s announcement of a carbon use operation in Texas, on the heels of the
Global base chemical values have increased with crude-oil-based feedstocks in 3Q23. However, polymer values have risen more relative to monomer values in Asia than in
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