Sunday Executive Summary 2024 Outlook – So Much Depends On Oil Prices Stock valuations in general suggest a better year for chemicals in 2024, driven by estimates that expect growth over 2023 – oil prices will impact December 17, 2023 No Comments
Global Market Analysis Global Cost Curve Shifts Drive Recent Profit Variances – US Ethylene Advantage Rises, Ammonia Advantage Lessens US integrated polyethylene (PE) producer margins reflect strength relative to the global avg. producer margin in 4Q23 – US PE prices have fallen, but its December 12, 2023 No Comments