Capital allocation is increasingly shifting from speculative growth and volume chasing toward return gating, as firms demand contracted cash flows, controllable execution risk, and downside
1st Topic of the Week: Wind input demand is shrinking as power dollars pivot to other generation sources and grid equipment; will policy ultimately redirect
Automotive polymer demand decouples from unit growth, shifting toward lifecycle intensity and system-driven specifications where performance assurance, recyclability, and circular compliance define material value.
Integration
Resource constraints and increased costs of what looks like less accurate data have made modeling commodity chemicals earnings more challenging for many – the issue
General Thoughts: Our meetings at CERA differ from last year, as our discussions are now less about concepts and more about project return challenges –
General Thoughts: Regional production outages and logistic issues are causing significant commodity chemical supply imbalances in some regions, putting their non-integrated buyers at risk in
As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time
Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above mid-2023 levels despite 4Q oil
After the commodity price surge of 2021-2022, many producer equity values have followed their respective commodity prices lower in 2023 – an abrupt rebound in
Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further improvement, will unlikely to spur prices much
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