Agriculture equities compound through corn stability, ammonia firmness, and ethanol export strength, as commodity chemicals wane under relentless Chinese production and protectionist barriers shifting trade
As recognition grows that surging US (and global) power demand will be a challenge to supply fully, we think appreciation will also further rise for
Owners of European chemical facilities looking to exit (a long and lengthening list) likely face few interested buyers, none of whom would pay anything or
General Thoughts: Western spot methanol prices have surged higher relative to Asia and beat most forecasts YTD – we see an eventual reversal. Still, supply
One of the more compelling arguments for energy transition in its early days of initiatives was the economic boost from all the possible investments. Some
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