Sustainability & Energy Transition
1st Topic of the Week: Wind input demand is shrinking as power dollars pivot to other generation sources and grid equipment; will policy ultimately redirect
December 12, 2025
No Comments
1st Topic of the Week: Wind input demand is shrinking as power dollars pivot to other generation sources and grid equipment; will policy ultimately redirect
Global resin trade is fragmenting under tariffs, compliance costs, and asymmetric capacity additions, making “domestic-first” logic obsolete and exposing leaders without international scope to lasting
1st Topic of the Week: As US federal climate rules recede, will fragmented state policies form a viable national framework, or deepen structural uncertainty that
General Thoughts: State-backed expansion, protectionist trade shifts, and counter-cyclical consolidation are redefining chemicals, rewarding scale, optionality, and resilience over near-term profits or pure cost leadership.
Capital deployment in the current market setting favors the orchestration of precision over the pursuit of scale, sequenced only when sufficient risk-adjusted returns, timing leverage,
Will the new administration play the NATO “Trump” card to gain significant leverage over Europe? This seems likely to us. The EU trade surplus with
General Thoughts: Mixed chemical sector 3Q24 results continue to roll in, showing varying demand trends across end markets, though most anticipate improvement in 2025 irrespective
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
Last week, the IMF issued its global economic forecast and offered two outlooks – one based on the status quo and another meaningfully lower, based
General Thoughts: We discuss the IMF World Economic Outlook that anticipates China’s real GDP growth to slow to almost equal global GDP growth by 2029
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
