Automotive polymer demand decouples from unit growth, shifting toward lifecycle intensity and system-driven specifications where performance assurance, recyclability, and circular compliance define material value.
Integration
General Thoughts: Aluminum is an example of a critical mineral that saw a sharp price decline in July as green sector and Chinese demand failed
General Thoughts: Most global chemical sector outlooks expect modest business improvement in 2Q24 relative to 1Q, followed by more significant improvement in 2H24 based on
General Thoughts: We provide thoughts following our meetings at CERA and AFPM, as global chemical producers continue to stress the benefits of integration, consolidation, and
General Thoughts: Western spot propylene and benzene prices have risen to a sizable premium relative to Asia YTD – a plus for Western manufacturers and
Our first global agriculture monthly report targets crop market and input trends in 2023 and their likely development in 2024, with a significant focus
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
