Sustainability & Energy Transition
1st Topic of the Week: Fuel advantage is only the opening position, raising the harder question: which regions can convert it into electricity without sacrificing
July 17, 2026
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1st Topic of the Week: Fuel advantage is only the opening position, raising the harder question: which regions can convert it into electricity without sacrificing
General Thoughts: China’s producer prices absorb oil shocks more quickly than consumer prices, leaving manufacturers to bear more of the cost and seek stronger returns
Route control sets the margin gate as low-cost supply realizes less value when access owners or customers govern timing, price, outlet choice, and demand commitment
Chemical and polymer prices have retreated from peak 1H26 levels, but many remain above January levels, leaving buyers to judge whether relief is temporary or
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
General Thoughts: In the fractured global polymer market, persistent price weakness versus monomer costs forces a structural reset, accelerating consolidation, integration, and strategic exits among
General Thoughts: Global polymers struggle to pivot from trough to transition as trade fragmentation, regional cost asymmetry, and structural demand divergence reorder advantage, hurting laggards
Polyethylene – July Monthly Price Expectation Report
Polymer Price Expectations – July– Monthly Report # 18
Polymer Price Expectations – June – Monthly Report # 17
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