China’s 0.5% YoY factory-gate inflation in March removed a trusted global relief valve, forcing markets to underwrite firmer resin and intermediate floors, slower cost deflation,
General Thoughts: Industrial value is shifting toward integrated systems that manage energy, logistics, and continuity to protect margins, as disruption fragments markets and limits standalone
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: The economic link between chemical feedstock suppliers and chemical producers has always been significant – recent market developments could work to quicken global
General Thoughts: Chemical feedstock and intermediate costs are mixed YTD, with some chains seeing near-term margin benefits relative to weakness in others, but price support
General Thoughts: US polypropylene (PP) spot price support relative to Europe and Asia is due to upstream outages and production cuts – a near-term plus
The price of manufactured goods in the US faces downward pressure into year-end amid lower global input costs – crude oil price strength is a
Stock valuations in general suggest a better year for chemicals in 2024, driven by estimates that expect growth over 2023 – oil prices will impact
Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to lower-priced Chinese competition and cost advantages in
The development of clean energy globally faces considerable risk if the cost of deployments rises while fossil-fuel alternatives get cheaper – we discuss a few
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