1st Topic of the Week: Rising rates, falling margins, and investor caution redefine energy strategy—who adapts fast enough: capital-heavy cleantech, margin-thin chemicals, or oil firms
Global Market Analysis From Shale to Shanghai: Global Strains, Local Ambitions, and Feedstock Balancing Acts Key Findings Exhibit 1: Europe and Asia natural gas prices
General Thoughts: US spot polyolefin margins have surged to a YTD high, with US spot polyethylene (PE) prices rising with global markets, while its US
1st Topic of the Week: ESG Investing Still Has Limited Value – The performance of many ESG funds is being driven by their tech overweight,
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