General Thoughts: Our Pack Expo meetings underscored a widening push–pull disconnect across the packaging value chain as resin producers, converters, and brands redefine value through
General Thoughts: Into 4Q25 and 2026, compressed spreads, uneven demand, and policy recalibrations converge, rewarding nimble low-cost producers while penalizing rigid models tied to fragile
General Thoughts: North American commodity chemical producer optimism increased in 1Q24 relative to most in Europe and Asia, partly due to recent cost curve developments
General Thoughts: The economic link between chemical feedstock suppliers and chemical producers has always been significant – recent market developments could work to quicken global
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