Energy and chemical sector strategic ties will strengthen as value-chain integration benefits rise this decade, with global cost positions shifting in favor of those marrying
Global base chemical values have increased with crude-oil-based feedstocks in 3Q23. However, polymer values have risen more relative to monomer values in Asia than in
Methanol, similar to ammonia, appears set to benefit from rising demand beyond traditional channels, but low prices are limiting its supply growth prospects in a
In plenty of prior research, we have focused on the coincident challenges that the chemical industry faces with an expensive need to decarbonize at the
The sustainability push across the chemical industry is underway, and all agree that higher prices are needed to drive growth – will it come forth?
The global chemical industry reflects an oversupplied setting, and a steepening cost curve has spurred low-cost production. Efforts to decarbonize value chains vary by region
Two significant observations from Pack Expo are that price visibility in the US polyethylene (PE) market is low, and the importance of plastic producer alignment
The global chemical industry reflects too much capacity in most products – the steepening of the chemical cost curve is shifting production to low-cost regions,
Chemical rail traffic and commodity profit trends indicate that a North American production response is happening; this may reverse in seasonally weaker 4Q unless we
European polypropylene prices are at a premium to the US and Asia, but integrated producer profit in this region is among the lowest globally. Production
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