Sustainability & Energy Transition
1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
April 10, 2026
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1st Topic of the Week: Aluminum is earning a deliverability premium as power costs rise and buyers pre-cover supply, which we expect to widen dispersion
Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right
US polyethylene (PE) contract price support relative to US spot prices in 4Q has pushed the contract premium to more than a 10yr high, and
NW Europe natural gas prices have fallen from recent highs but remain significantly above US levels, helping to support global chemical prices and favor US
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