Sustainability & Energy Transition
1st Topic of the Week: Global critical mineral market weakness exposes a more profound crisis: the West chases costly extraction as China solidifies its control
May 2, 2025
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1st Topic of the Week: Global critical mineral market weakness exposes a more profound crisis: the West chases costly extraction as China solidifies its control
General Thoughts: US-integrated chemical producers and midstream players gain as global feedstock pulls intensify and rising Chinese integration reshapes markets, tightening margins for US ethylene
The global chemical industry reflects an oversupplied setting, and a steepening cost curve has spurred low-cost production. Efforts to decarbonize value chains vary by region
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