General Thoughts: Simultaneous natural gas and carbon price compression eases Europe’s cost burden, yet demand fragility, structural import dependence, and risk of renewed global tightening
General Thoughts: Most chemical producers anticipate a better year in 2024, driven by improving end-demand outside the US, notably in 2H24 – the impact of
Financing costs and the needed return rates to advance projects have risen with interest rates – a headwind for the energy transition but a plus
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
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