Volatility has transcended cycle theory to become global industrial gravity, where policy cadence, not demand elasticity, dictates profitability, capital sequencing, and the new tempo of
General Thoughts: The late 2025 commodity landscape rewards integrated, low-cost, logistics-agile producers, while 2026 will test who can sustain profits as new capacity, cost volatility,
General Thoughts: Indorama Ventures is taking action to shift its global chemical production portfolio to focus on cost position, integration, and sustainable product growth –
Part of the C-MACC team will attend the PACK EXPO conference next week, and the other part will be at the CMA World Chemical Forum
European polypropylene prices are at a premium to the US and Asia, but integrated producer profit in this region is among the lowest globally. Production
Global chemical oversupply will likely worsen into year-end as North America’s cost advantage and China’s unrelenting production push will overtake cutbacks that will likely occur
US prices increased at the consumer and wholesale level in July. While most indicators reflect price support in August, further strength, notably in petrochemicals, requires
The 2021/2022 price inflation surge in the US and Europe did not occur in China – it appears well poised to benefit from much lower
Global feedstock costs shift further WoW in favor North American chemical producers relative to Asia and Europe, curbing but not erasing profit downside risk into
The PPI for recycled resin surged MoM in February to reflect a level above the plastic resin & materials index, a near-term plus for recyclers
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