US-China inflation divergence realigns capital flows, currency dynamics, and trade competitiveness across services, manufacturing, and energy-linked exports spanning petrochemicals, agriculture, and industrial inputs.
US chemical
1st Topic of the Week: Despite lingering public pledges, 2Q25 delivered no major PCR target updates, let alone upgrades, as ambitions have visibly faded with
General Thoughts: In the fractured global polymer market, persistent price weakness versus monomer costs forces a structural reset, accelerating consolidation, integration, and strategic exits among
Polypropylene – July Monthly Price Expectation Report
Polymer Price Expectations – July– Monthly Report # 18
Polymer Price Expectations – June – Monthly Report # 17
General Thoughts: The global polymer trade is undergoing a structural realignment, where regulatory compliance, logistical precision, regional adaptability, and cost are emerging as key factors
Polymer Price Expectations – May – Monthly Report # 16
Polypropylene – April Monthly Price Expectation Report
Polymer Price Expectations – April– Monthly Report # 15
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
