US commodity chemical equities have underperformed YTD, following a period of significant underperformance in 2H24, as global trade uncertainties have boosted concerns surrounding its already
1st Topic of the Week: Small modular reactors (SMR), despite their challenges, offer a low-carbon power output option at a relatively high capacity factor –
General Thoughts: Western spot methanol prices have increased in 2024 in absolute terms and relative to Asia, benefiting cost-advantaged producers but hurting non-integrated derivative product
General Thoughts: We discuss recent movements in global commodity chemical production costs in light of a few recent producer reports, as those seeing a flatter
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