General Thoughts: Global industry is quietly breaking apart, as climate shocks, political pressure, and new rules reshape supply chains, rewarding those ready for volatility, imbalance,
Global Market Analysis Chaos Theory: When Markets Sink, Leaders Swim Key Findings * We will publish our May US polymer pricing report tomorrow (Friday, May
General Thoughts: Low-cost oil and gas producers’ efforts to extend their value chains into high-return integrated growth areas will likely intensify in chemicals as oversupply
General Thoughts: Western spot methanol prices have increased in 2024 in absolute terms and relative to Asia, benefiting cost-advantaged producers but hurting non-integrated derivative product
1st Topic of the Week: Our expectations around renewable power availability for industry is getting more challenging as power demand expectations rise and the purchasing
General Thoughts: US chemical production issues from a likely active Hurricane season following Beryl in its early innings and logistic issues limiting product flows from
General Thoughts: Western governments and news agencies appear mainly focused on absolute inflation levels, but relative inflation levels are the most likely to impact trade
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
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