1H26 saw margins shift twice: conflict pricing rewarded reliable low-cost sellers in 1Q26, while falling oil-linked inputs gave buyers stronger leverage in 2Q value-chain negotiations
General Thoughts: Industrial markets are rewarding companies that control logistics, feedstocks, and infrastructure, as volatility exposes the hidden fragility of supposedly diversified global supply chains.
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
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