Global Market Analysis
Chemical rail traffic and commodity profit trends indicate that a North American production response is happening; this may reverse in seasonally weaker 4Q unless we
September 7, 2023
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Chemical rail traffic and commodity profit trends indicate that a North American production response is happening; this may reverse in seasonally weaker 4Q unless we
Energy and chemical sector strategic ties will strengthen as value-chain integration benefits rise – a lengthy period of low margins, even in cost-advantaged areas, will
We understand the reluctance of oil and gas producers to deploy long-term growth capital due to demand uncertainties. But, we question closing a US refinery
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