General Thoughts: In a fractured global landscape, self-help efforts are increasing with a focus on local production, customer proximity, and cost control to navigate volatility,
General Thoughts: US-integrated chemical producers and midstream players gain as global feedstock pulls intensify and rising Chinese integration reshapes markets, tightening margins for US ethylene
General Thoughts: On average, global crude oil refinery and ethylene margins look better YTD – until you dig deeper. Do not mistake falling costs for
General Thoughts: US ethanol producers face negative margins amid overproduction, with biofuel policy support in the US as a potential demand driver positioned to tighten
General Thoughts: We discuss weak spot acetic acid and vinyl acetate prices in China relative to methanol as an example of regional derivative product oversupply
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
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General Thoughts: We discuss chemical feedstock futures markets and implied chemical cost curve developments through 2025 to loosely gauge sector sentiment toward global fundamentals and
General Thoughts: We discuss PPG 1Q24 results and outlook commentary for 2024 that suggests a weaker 2Q24 but stronger 2H24 than Street EPS expectations, while
General Thoughts: China’s continued push in manufacturing and global distribution of cheap products harms competing chemical and associated product manufacturers and their energy- and clean-product
General Thoughts: Overly optimistic demand views, with many being tied to energy transition, have led to increasingly poor capital deployment decisions, and especially in areas
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