Global Market Analysis
General Thoughts: The US runs a significant trade deficit relative to trade surplus positions in China and Europe, putting the US in a good net
November 21, 2024
No Comments
General Thoughts: The US runs a significant trade deficit relative to trade surplus positions in China and Europe, putting the US in a good net
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
1st Topic of the Week: We look at the scale of growth in China in many of the critical pathways to clean energy and question
General Thoughts: We highlight improving European ammonia producer fundamentals and Yara 2Q24 results as we take a cautious view of ammonia in 2H24 before our
Part of the C-MACC team will attend the PACK EXPO conference next week, and the other part will be at the CMA World Chemical Forum
We discuss OMV and BASF 1Q23 business updates, adding further proof that chemical sector business conditions were “less bad” than expected. However, it could be
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
