General Thoughts: Volatility is shifting margins across value chains, with US ammonia benefiting from constrained supply and firmer corn as ethanol producers and downstream buyers
Affordability constraints increasingly determine pricing durability as manufacturers defend margins through promotions, inventory timing, and customer prioritization rather than demand growth.
Reliable supply commands rising
General Thoughts: Sentiment may be bottoming as commodity chemical equities disconnect from fundamentals, reflecting rising optionality, integrated margin resilience, and early signals of strategic operating
The Weekly Catalyst Bittersweet Symphony – Global Spot PP Prices Fall, While US Spot PE & PVC Prices Reflect Support Relative To Europe & Asia!
Polymer Market Trends: Global spot polymer prices broadly declined in November, and we anticipate further downward pressure in December, absent substantial production cuts or a
We see an increasing amount of concern around power (and energy) availability and our work with Issaquena Green Power has put us right at the
General Thoughts: We discuss the DowDuPont break-up in 2019, and the now proposed DuPont separation into three companies – attractive sum-of-the-parts valuations do not ensure
1st Topic of the Week: As the trend of backing away from sustainability targets continues, stakeholders need to think through the consequences – one of
Those reporting earnings late in the quarter are again sending a different message than those who reported early. Early reports were full of 2H 2024
As chemical companies all talk about a better second half of 2024, we question whether the sell-side will simply rebroadcast that theme or do any
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