General Thoughts: Global ethylene market oversupply is resulting in the restructuring and closing of some high-cost capacity, but strategic activities to source cheap feedstock and
General Thoughts: European chemical industry fundamentals have improved from YTD lows, and confidence has recently risen, albeit from low levels. We continue to see substantial
General Thoughts: Most global chemical sector outlooks expect modest business improvement in 2Q24 relative to 1Q, followed by more significant improvement in 2H24 based on
General Thoughts: We hosted a webcast today discussing our new polymer price expectations service. We see this as a value-added service for polymer buyers, sellers,
General Thoughts: Indorama Ventures is taking action to shift its global chemical production portfolio to focus on cost position, integration, and sustainable product growth –
General Thoughts: US personal consumption expenditures for durable and non-durable goods declined in January, while YTD domestic chemical production, on average, is higher, indicating that
General Thoughts: Global chemical production significantly grew YoY in 4Q23, and this momentum continued into 2024 in the West and China: this suggests oversupply if
General Thoughts: Low-cost feedstock positions and a relatively healthy domestic economy are poised to benefit US commodity chemical producers in 2024 – their peers in
1st Topic of the Week: Carbon Use – The timing of Celanese’s announcement of a carbon use operation in Texas, on the heels of the
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