Sustainability & Energy Transition Recycling The Recycling Story for 2025 – No Help from the Virgin Polymer Markets 1st Topic of the Week: With global virgin polymer markets weak at the end of 2024 and likely to have a weaker year in 2025 January 10, 2025 No Comments
Global Market Analysis Waiting on the World to Change – The Unprotected Sit “Tariffied” As Oversupply Risks Rise; Early 1Q25 Trends Mostly Weak! General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the January 9, 2025 No Comments
Sunday Executive Summary Here Comes the Hotstepper – Natural Gas Needs Set to Multiply, Power Demand Is a Case in Point 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 December 15, 2024 No Comments