Are you underwriting capital and pricing decisions using benchmarks that periodically reset to reflect reality, or real-time intelligence that recalibrates risk before global and regional
1st Topic of the Week: Record power equipment backlogs embed pricing power as grid bottlenecks govern capital allocation cycles, but is transmission-driven deferral of large-load
General Thoughts: Our second global agriculture monthly report targets crop market and input trends in early 2024, with a notable focus on fertilizer and downstream
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
NW Europe ammonia prices increased this week but not at the pace of its production costs, a positive development for global ammonia price support and
The C-MACC Clean Energy Minerals Monthly Price Index fell ~18% MoM in March, following a ~17% decline in February, led lower by falling lithium values
Global energy and chemical producer integration efforts reflect positive momentum as energy producers fear falling fossil fuel demand and look for growing downstream product chain
2Q chemical sector results will vary by region and may not be as dire for some as many envision, as shown with the BASF update.
Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably more inflation relative to Asia. We discuss the latest US
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