Global Market Analysis
General Thoughts: Ammonia prices have surged to 2025 highs, while European and Asian natural gas prices have fallen to YTD lows relative to US levels,
December 2, 2025
No Comments
General Thoughts: Ammonia prices have surged to 2025 highs, while European and Asian natural gas prices have fallen to YTD lows relative to US levels,
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: In 2025’s agriculture markets, durable winners will be those transforming corn-driven optimism and input demand into resilient advantage before shifting acreage and volatility
US and Europe price inflation slowed in 2H23, while prices in China fell to show a YoY decline in 4Q23 – the global price setting
As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and demand uncertainties have risen – a negative trend for
The US spot polymer-grade propylene (PGP) prices have surged higher amid rising crude oil values in 3Q23 and outages – a negative for non-integrated buyers
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
US crop indicators point to higher prices and farmer incomes, while US commodity chemical indicators illustrate an oversupplied setting and rising margin pressure despite cost
While supply chain and cost pressure problems have eased, implying a production boost, the demand setting for most is not robust enough to support global
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
