The so-called “energy transition” isn’t stopping—it’s being redefined by those still investing. As Western firms retreat under fading incentives, China is pushing forward to shape
General Thoughts: Chinese consumer price deflation YoY in January 2024 is a plus for its exports and global consumers but negative for Western manufacturers and
US polyethylene (PE) producers are pushing for contract price hikes in August, which we think will further delay a much-needed non-market adjustment based on global
Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts are needed, but it could take time.<br
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