Global Market Analysis
China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third consecutive year – this development is
November 9, 2023
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China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third consecutive year – this development is
Global chemical market business conditions have worsened since 2021. We discuss slides from Shell’s 2021 and 2023 strategic updates to show how its view of
Global chemical prices have rebounded from mid-year lows, partly due to higher crude oil and related feedstocks, displaying the benefit of being a low-cost producer
US chemical sector equities have underperformed the market YTD. Fertilizers & Agricultural chemicals have underperformed, while industrial gases have outperformed the sector on avg.
We
Consensus Asia consumer price inflation expectations for 2023 have fallen in May relative to the US and Eurozone, suggesting it will benefit from lower inflation
Some European chemical producers have seen costs decline YTD relative to others. However, our global market study shows Europe overall in a more difficult spot
The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not
Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: See PDF below
An obvious initial CERA takeaway is no “fix-all” solution will enable the energy transition. Thus, energy and chemical companies are evaluating myriad strategic options simultaneously.
Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are present.
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