The so-called “energy transition” isn’t stopping—it’s being redefined by those still investing. As Western firms retreat under fading incentives, China is pushing forward to shape
1st Topic of the Week: We look back at some of our early 2024 predictions. They were mostly negative, and they have turned out to
General Thoughts: US ethanol production has been strong in 2024, and a new weekly production record was set in November – this has helped support
As we watch the “anti-woke” lobby in the US cause investors to step back from the responsibility they should never have wanted in the first
The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not
US petrochemical markets have lost much of the positive momentum seen in early 2023, and it could reverse abruptly in 2Q23 as domestic production rebounds
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