Chemical capital is separating by model, with integrated producers funding hard-to-replicate advantages and customer-facing businesses demanding clearer economics before growth spending.
Dow’s collaboration with Amcor
1st Topic of the Week: Strong gasoline spreads give ethanol producers room to invest, but 45Z shifts the next earnings contest toward verified feedstock emissions,
1st Topic of the Week: As EPR increasingly shifts packaging economics, which value-chain players will redesign fastest to protect margins, and who risks absorbing compounding
1st Topic of the Week: Packaging credibility depends on resin innovation, certification, and traceability; are your material partners consistently validating compliance across geographies, or exposing
The so-called “energy transition” isn’t stopping—it’s being redefined by those still investing. As Western firms retreat under fading incentives, China is pushing forward to shape
General Thoughts: As we have been projecting for several months, spot polymer prices are falling in 4Q24 amid improved supply and weak demand – producer
General Thoughts: We think crop production could struggle to keep pace with demand in coming periods, though not reflected in current prices, and farm decarbonization
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: Global polyolefin margins have fallen into October, as polyolefin spot prices have moderated while global feedstock costs, most notably in the US, increased
General Thoughts: Global manufacturing activity remains generally weak amid oversupplied conditions. While we see a mixed setting ahead for Asia and North America, we take
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