General Thoughts: Global chemical markets return to oversupply as cost curves flatten, while constrained refining supports firmer margins and steers capital toward fuels, integration, and
Western consumer price inflation remains high relative to China. While this trend is relatively favorable for the consumers of Chinese goods, it is unfavorable for
General Thoughts: Many global petrochemical companies expect a similar market setting in 2025 relative to 2024, despite a flatter global production cost curve, more China
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