Global Market Analysis
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
February 23, 2024
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General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference premiums, signaling a needed non-market
Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P Chemicals index, led by rising underlying commodity prices, such as
Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week.
INEOS
European chemical producers face the challenges of a global production cost disadvantage and a generally mature consumer growth profile, spurring some to make aggressive strategic
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