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
No Comments
China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third consecutive year – this development is
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22 to keep optimism in check.
Global Chemical Sector 3Q21 reports display significant price-led sales growth, which in many cases bolstered profitability. As volume returns, we discuss the case for price
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
