Sunday Executive Summary
In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
October 29, 2023
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In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
There is more confidence in high oil prices and recent cost curve developments holding than in demand in most 2H23 business updates, and most expect
Chemical sector followers are looking past 3Q23 reports to profit indicators for 4Q and 1H24 – visibility is limited, suggesting crude oil movements will be
North American commodity chemical profits have risen relative to the start of 2023, exceeding low mid-year expectations in 3Q23, as the global production cost curve
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