Global Market Analysis
General Thoughts: We are optimistic about ammonia market growth both from on-farm demand and new channels, such as fuels, though demand will unlikely come at
November 7, 2024
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General Thoughts: We are optimistic about ammonia market growth both from on-farm demand and new channels, such as fuels, though demand will unlikely come at
General Thoughts: The North American polyvinyl chloride (PVC) market benefits from a low-cost production position, enabling the continued profitable production push towards Europe and other
China chemical producers and refineries will likely benefit from discounted Russian crude in 2023 – a plus for its global competitive position and low relative
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
The global polymer market is showing signs of moving toward a more normal balance as regional disconnects lessen, but the upcoming winter reflects significant risk.<br
Western market consumer price inflation estimates for full-year 2022 have surged YTD to show notably more inflation than Asia – a concern for Western producers.<br
We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative product manufacturers and those, such
Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in 2H22, but global cost
US plastic resin & material prices have risen more than recyclable plastic values YTD, though both show significant growth YoY. This setting makes an easy
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