Sunday Executive Summary 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. January 2, 2023 No Comments
Global Market Analysis Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card December 28, 2022 No Comments