Global resin trade is fragmenting under tariffs, compliance costs, and asymmetric capacity additions, making “domestic-first” logic obsolete and exposing leaders without international scope to lasting
General Thoughts: State-backed expansion, protectionist trade shifts, and counter-cyclical consolidation are redefining chemicals, rewarding scale, optionality, and resilience over near-term profits or pure cost leadership.
Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant hurdles.
US oil and gas
The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and contract ethylene prices are below Asia and Europe,
The development of clean energy globally faces considerable risk if the cost of deployments rises while fossil-fuel alternatives get cheaper – we discuss a few
Most long-term clean energy targets overly rely on intermittent power sources relative to firm (high-capacity factor) options and fail to appreciate likely delays with required
North American polyethylene (PE) exports will likely hit a record level in 2023, enabled by its sizable cost advantage relative to Asia and Europe—global PE
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