Sunday Executive Summary
As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
November 26, 2023
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As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and demand uncertainties have risen – a negative trend for
In our somewhat provocative “bankruptcy” webcast yesterday, we looked at the consequences of delays and rising capital costs in multiple transition sectors.
But the problems
Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia products – higher interest rates and project
Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive for global consumers
C-MACC Co-Founder Cooley May is attending the Ammonia Energy Association conference this week, with his meetings spanning ammonia suppliers, buyers, and their support industries.
Ammonia
US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy participant notices have risen – both favor lower energy transition
China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third consecutive year – this development is
The US spot polymer-grade propylene (PGP) prices have surged higher amid rising crude oil values in 3Q23 and outages – a negative for non-integrated buyers
While ExxonMobil may have underperformed BP and Shell since announcing the Pioneer deal, their strategy with regards to lower carbon fuels looks more robust.
Sticking
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