Depressed oil-to-gas ratios and elevated soy-to-corn prices shift chemical-sector risk profiles: commodity chemical underperformers in 2025 face low expectations in 2026, whereas agriculture faces the
General Thoughts: Feedstock convergence, rising USGC ethane risk, and disappearing European carbon buffers accelerate petrochemical restructuring, squeezing INEOS Project One and advantaged Asian ethane importers.
General Thoughts: US corn and soybean prices have fallen to YTD lows in August, but soybean values have fallen relative to corn, potentially putting in
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical equity index has underperformed in 2024, but several factors have partly offset crop market weakness to
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