General Thoughts: Amcor’s architecture transforms circularity into competitive capital, collapsing the distance between chemistry and consumer, where spec ownership now defines enduring industrial profitability and
General Thoughts: The illusion of cheap energy collapses as surging demand, infrastructure delays, and escalating capital costs institutionalize electricity inflation, turning resilience into privilege and
General Thoughts: The global polyethylene (PE) market reflects oversupply, and this setting appears more likely to worsen between now and year-end 2030 than improve as
General Thoughts: We hosted a webcast today discussing our new polymer price expectations service. We see this as a value-added service for polymer buyers, sellers,
General Thoughts: Most chemical producers anticipate a better year in 2024, driven by improving end-demand outside the US, notably in 2H24 – the impact of
In plenty of prior research, we have focused on the coincident challenges that the chemical industry faces with an expensive need to decarbonize at the