1st Topic of the Week: China’s electric truck boom erodes diesel demand from within, accelerating refinery pivots to chemicals and challenging global oil assumptions with
General Thoughts: Trade-driven copper price surge adds to mosaic of bottlenecks and delays threatening US grid buildouts, inflating power costs, and underscoring the risk of
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 –
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