Global Market Analysis
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
March 13, 2024
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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.
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
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
Financing costs and the needed return rates to advance projects have risen with interest rates – a headwind for the energy transition but a plus
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
The PPI for plastic resin & materials rose MoM in March on an absolute basis and relative to the recyclable resin index – more of
C-MACC Co-Founders, Graham Copley, and Cooley May, will be at different events next week – Graham will be in Europe with clients, and Cooley will
We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our view.
The US can
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