Global Market Analysis
Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
December 16, 2025
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Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
Fertilizer resilience highlights how geopolitical carve-outs create durable moats, making sanction circumvention, rerouting agility, and compliance sophistication as valuable as traditional feedstock advantage.
Ammonia’s contrasting
1st Topic of the Week: Packaging credibility depends on resin innovation, certification, and traceability; are your material partners consistently validating compliance across geographies, or exposing
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: Global polyolefin margins have fallen into October, as polyolefin spot prices have moderated while global feedstock costs, most notably in the US, increased
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