Global Market Analysis
General Thoughts: The benefits of cheap North American natural gas have been pronounced this year for its chemical industry, and strategic actions remain focused on
August 30, 2024
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General Thoughts: The benefits of cheap North American natural gas have been pronounced this year for its chemical industry, and strategic actions remain focused on
General Thoughts: Our second global agriculture monthly report targets crop market and input trends in early 2024, with a notable focus on fertilizer and downstream
US wholesale prices rose in September due to higher energy and food costs, benefiting North American agricultural and commodity chemical producers relative to peers in
Near-term global concerns with demand and product oversupply are overtaking the appreciation of cost curves and competitive positioning – this will eventually change.
We
A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be
This report discusses US and EU natural gas price movements and related petrochemical and consumer trends. On the whole, we find several factors in favor
Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has underperformed. We discuss chemical sector equity performance and corporate
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