General Thoughts: In a fractured global landscape, self-help efforts are increasing with a focus on local production, customer proximity, and cost control to navigate volatility,
As recognition grows that surging US (and global) power demand will be a challenge to supply fully, we think appreciation will also further rise for
General Thoughts: Weak global demand and oversupplied petrochemical markets have compressed profits for most, and it is putting some low-cost chemical producers in a difficult
General Thoughts: Global polymer producers rely on their cost position and/or differentiated product solutions to outperform in oversupplied markets – those lacking one or both
General Thoughts: Western spot propylene and benzene prices have risen to a sizable premium relative to Asia YTD – a plus for Western manufacturers and
General Thoughts: The North American polyvinyl chloride (PVC) market benefits from a low-cost production position, enabling the continued profitable production push towards Europe and other
General Thoughts: Global natural gas prices have plummeted relative to their average in 2023, with the most notable decline in Ex-US natural gas markets, favoring
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