General Thoughts: The late 2025 commodity landscape rewards integrated, low-cost, logistics-agile producers, while 2026 will test who can sustain profits as new capacity, cost volatility,
1st Topic of the Week: In a world of tightening crop markets and surging global demand, can cheap food and cheap low-carbon fuels truly coexist
General Thoughts: In a fractured global landscape, self-help efforts are increasing with a focus on local production, customer proximity, and cost control to navigate volatility,
1st Topic of the Week: Structural control, cost resilience, and feedstock integration—not just technology—will define the winners as circular plastics markets transition from costly ambition
General Thoughts: Amid policy chaos and activist pressure, companies rooted in cost leadership and strategic consistency—not reactive pivots—will build trust in the downturn and likely
Last week, the IMF issued its global economic forecast and offered two outlooks – one based on the status quo and another meaningfully lower, based
1st Topic of the Week: Are we focusing climate-related stimulus in the wrong places by supporting start-ups that do not have the balance sheet strength
While the US election focus is trying to move away from name-calling and towards the economy, US voters who believe the economy is in bad
Consolidation within the US architectural paint industry may have contributed to the industry’s ability to hold on to price increases achieved during COVID and supply
Renewable power is likely to be supply constrained for the next decade at least, with the desire for it eclipsing availability, potentially driving costs higher.
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