General Thoughts: Global petrochemical markets are fragmenting into low-cost survivors and policy-backed strongholds, with capital fleeing high-cost regions and shifting to logistics, insulation, and strategic
China’s industrial output now structurally outpaces consumption, recasting GDP signals; executives must shift from demand metrics to tracking state-fueled value-added overcapacity shaping trade, pricing, and
Global Market Analysis Gridlock Rock: High Voltage, Low Certainty, No Relief Key Findings Exhibit 1: The US electricity consumer price index rose again MoM in
General Thoughts: Volatility demands agility in agri-energy markets, amid policy shifts and crop price fluctuations, which create headwinds likely to hurt ammonia market sentiment, despite
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