Sunday Executive Summary
Owners of European chemical facilities looking to exit (a long and lengthening list) likely face few interested buyers, none of whom would pay anything or
November 3, 2024
No Comments
Owners of European chemical facilities looking to exit (a long and lengthening list) likely face few interested buyers, none of whom would pay anything or
General Thoughts: We discuss low-cost global polyolefin producers painting a positive picture of demand through 2029; however, global supply growth outpacing demand is the major
General Thoughts: Western commodity chemical price support relative to Asia since late 2023 amid logistic issues and supply curtailments could dissipate by 2H24, pinching profits
After the commodity price surge of 2021-2022, many producer equity values have followed their respective commodity prices lower in 2023 – an abrupt rebound in
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
