Sustainability & Energy Transition
1st Topic of the Week: The perceived US power supply problems relating to data centers and AI, could be solved by co-locating gas-powered generation with
January 31, 2025
No Comments
1st Topic of the Week: The perceived US power supply problems relating to data centers and AI, could be solved by co-locating gas-powered generation with
US equity market performance YTD implies that most expect a better year in 2025 for fertilizer and agricultural chemicals and a relatively weak one for
General Thoughts: Cost position and relative integration will likely remain primary determinants of commodity chemical and refining outperformance in 2024 amid oversupplied markets. We discuss
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
