General Thoughts: US PE prices have risen in March, driven by factors outlined in our February polymer price expectations report, and our near-term view of
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.
US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy participant notices have risen – both favor lower energy transition
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
Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much more pronounced for this group than
Two significant observations from Pack Expo are that price visibility in the US polyethylene (PE) market is low, and the importance of plastic producer alignment
We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our view. The US can