General Thoughts: Amid policy chaos and activist pressure, companies rooted in cost leadership and strategic consistency—not reactive pivots—will build trust in the downturn and likely
General Thoughts: The expansion of projects to move natural gas from low- to high-cost regions is accelerating, and so are high-cost chemical producer ambitions to
General Thoughts: US (and global) power demand growth expectations continue to swell and put supply efforts in a challenging position, favoring more natural gas in
General Thoughts: USGC ethane prices declined to a fresh YTD low and fell relative to Ex-US naphtha values this week, further lifting the North American
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