Sunday Executive Summary
Much like the unaffordability of energy transition, trade tensions were alive and well long before the US election. They are now much more in focus,
November 17, 2024
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Much like the unaffordability of energy transition, trade tensions were alive and well long before the US election. They are now much more in focus,
General Thoughts: We discuss the implementation of higher import taxes on PVC (and other polymers) in Brazil this week as an example of rising but
General Thoughts: We focus on USGC storm Francine and those most notably impacted if it makes a direct hit on Louisiana, as it favors tighter
General Thoughts: We discuss PPG 1Q24 results and outlook commentary for 2024 that suggests a weaker 2Q24 but stronger 2H24 than Street EPS expectations, while
With China over-investing in everything, not just chemicals, cheap import pressure will drive more aggressive behavior from chemical and polymer buyers in Europe as they
1st Topic of the Week: Investing in Water – The water sector has shown steady growth over the last 5 years without the volatility we
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: North American chemical producers close a better-than-expected 1Q24 to rising concerns with greater production and falling margins ahead – cost curve support in
General Thoughts: Low-cost feedstock positions and a relatively healthy domestic economy are poised to benefit US commodity chemical producers in 2024 – their peers in
US wholesale prices rose in September due to higher energy and food costs, benefiting North American agricultural and commodity chemical producers relative to peers in
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