Sustainability & Energy Transition
1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
October 10, 2025
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1st Topic of the Week: The IMO’s upcoming vote could redefine global shipping fuels by turning clean ammonia from costly outlier to compliance cornerstone, but
Fertilizer resilience highlights how geopolitical carve-outs create durable moats, making sanction circumvention, rerouting agility, and compliance sophistication as valuable as traditional feedstock advantage.
Ammonia’s contrasting
1st Topic of the Week: Packaging credibility depends on resin innovation, certification, and traceability; are your material partners consistently validating compliance across geographies, or exposing
General Thoughts: The restructuring of high-cost global chemical assets and low-cost integration to extend value chains are efforts unlikely to stall anytime soon, putting those
General Thoughts: We discuss the risk to global polyolefin exporters in a setting where country-level protectionist policy is mounting to protect high-cost local industry, with
General Thoughts: We discuss the IMF World Economic Outlook that anticipates China’s real GDP growth to slow to almost equal global GDP growth by 2029
Topic of the Week: The stock market and the activists would suggest that the Air Products strategy is not sustainable in the “ongoing and sensible”
General Thoughts: Global polyolefin margins have fallen into October, as polyolefin spot prices have moderated while global feedstock costs, most notably in the US, increased
General Thoughts: Global manufacturing activity remains generally weak amid oversupplied conditions. While we see a mixed setting ahead for Asia and North America, we take
General Thoughts: Commodity chemical producer 2Q business updates broadly display the benefits of low-cost positions in mostly oversupplied global markets, while downstream market health remains
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