Global Market Analysis
We argued that ammonia prices had returned to a holding pattern following their rise in 2H23 – demand-driven upside risk looks limited in the near
January 4, 2024
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We argued that ammonia prices had returned to a holding pattern following their rise in 2H23 – demand-driven upside risk looks limited in the near
Weakness in Western natural gas prices favors chemical production, lifting oversupply risk in many products, especially in areas with overly optimistic demand outlooks.
We discuss
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