Global Market Analysis
General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
January 14, 2025
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General Thoughts: We discuss the downward trend in the US plastics PPI relative to the chemicals PPI, supporting the case for upstream integration, and the
General Thoughts: US (and global) power demand growth expectations continue to swell and put supply efforts in a challenging position, favoring more natural gas in
General Thoughts: The C-MACC Clean Energy Mineral Index declined ~5.5% in June to now reflect gains of ~4% YTD following a ~53% YoY decline in
Government interventions are rising globally, whether to encourage climate-related behavior or address trade and national security issues. The risk is that inefficiency and redirected capital
General Thoughts: The C-MACC Clean Energy Mineral Index has increased ~10% YTD, following a ~53% YoY drop in 2023, and mineral producer outlooks are unsurprisingly
General Thoughts: While many companies rapidly expanded energy transition efforts amid surging expectations in 2022/23, Linde took a more patient and balanced approach that has
General Thoughts: Most chemical producers anticipate a better year in 2024, driven by improving end-demand outside the US, notably in 2H24 – the impact of
US and Europe price inflation slowed in 2H23, while prices in China fell to show a YoY decline in 4Q23 – the global price setting
Consumer price expectations for Asia in 2023 have fallen from mid-2023 levels on an absolute basis and relative to the West – a plus for
China has risen more as a risk than an opportunity for Western markets in 2023, as geopolitical tensions and relative economic trends have lifted energy
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