General Thoughts: Well-capitalized firms will capitalize on policy-driven dislocations, as increasing resource nationalism fosters global supply chain diversification, rewarding scale, trust, and strategic optionality.
Supply
Though under pressure now, US building and construction may be the market’s most mispriced rebound story—overlooked not due to its weak current fundamentals, but because
Global Market Analysis From Shale to Shanghai: Global Strains, Local Ambitions, and Feedstock Balancing Acts Key Findings Exhibit 1: Europe and Asia natural gas prices
General Thoughts: We discuss the IMF World Economic Outlook that anticipates China’s real GDP growth to slow to almost equal global GDP growth by 2029
General Thoughts: North American methanol producers hold a substantial production cost advantage relative to Europe and Asia, allowing for greater profitability but also a selective
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