General Thoughts: North American methanol producers hold a substantial production cost advantage relative to Europe and Asia, allowing for greater profitability but also a selective
The significant chemical production cost differences between Europe and North America are present in producer 2H23 updates – we highlight Ammonia and Chlor-Vinyls as prime
Polymer price differences (minus freight) face compression between regions as oversupplied conditions mount – global cost curve placement is the best gauge of regional integrated
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