US-China inflation divergence realigns capital flows, currency dynamics, and trade competitiveness across services, manufacturing, and energy-linked exports spanning petrochemicals, agriculture, and industrial inputs.
US chemical
1st Topic of the Week: Despite lingering public pledges, 2Q25 delivered no major PCR target updates, let alone upgrades, as ambitions have visibly faded with
1st Topic of the Week: Low-carbon ammonia is a pragmatic decarbonization tool—connecting energy, agriculture, and hydrogen—as policy fragments and capital shifts; low-cost producers with global
General Thoughts: We discuss the risk to global polyolefin exporters in a setting where country-level protectionist policy is mounting to protect high-cost local industry, with
Radical shifts are needed in the European Chemical industry, and the moves announced by BASF this week suggest that the company is positioning itself better
General Thoughts: We discuss the potential impacts of polyethylene (PE) and polyvinyl chloride (PVC) from the US East and Gulf Coast labor strikes, as it
The likelihood of a wave of M&A following ADNOC/Covestro is not high, as valuations are not aligned for deals that would make sense, and few
Topic of the Week: By undervaluing alternatives to wind and solar power, batteries, and electrolyzers, the costs imposed on energy transition are at risk of
General Thoughts: Long-term global demand and relative cost positions remain the major drivers of most global chemical growth projects – our confidence is higher in
General Thoughts: C-MACC will host a webcast on March 13 to discuss the development of chemical feedstock markets relative to demand following the recent publication
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