1st Topic of the Week: The critical-minerals race is broadening, with a greater focus needed on processing than mining, as competition targets power, integration, and
General Thoughts: US spot polyvinyl chloride (PVC) prices in December have fallen to a YTD low in absolute terms and relative to Asia, Europe, and
We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our view.
The US can
The ultra-clean solutions for transport fuels, chemicals, plastics, other industrial processes, and indoor temperature control need vast quantities of low-cost power.
Electrochemistry R&D we
Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply chain imbalances remain, we find Western producers incentivized to run and
US contract polymer prices face downward pressure in 4Q21, with many seeing the second consecutive MoM drop in November. We discuss the near-term headwinds and
Global chemical production indicators suggest rising product availability. Though most supply chains remain imbalanced, we comment on why lower US commodity chemical prices are likely
Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We discuss a few recent strategic moves worth
Western petrochemical prices likely peaked in 3Q and are poised to trend lower amid rising global product availability near term. We highlight several relevant developments
Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the recent rebound in EU
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