Global Market Analysis
General Thoughts: The Fed cut interest rates, but US mortgage rates have bounced in the opposite direction – we discuss this development and recent global
October 23, 2024
No Comments
General Thoughts: The Fed cut interest rates, but US mortgage rates have bounced in the opposite direction – we discuss this development and recent global
General Thoughts: Regional production outages and logistic issues are causing significant commodity chemical supply imbalances in some regions, putting their non-integrated buyers at risk in
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
In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy
The crude oil price rebound in 2H23 lifted global commodity chemical prices, favoring North American profit relative to Asia and Europe. Its impact on specialty
Spot polypropylene price spreads between major global regions have returned to pre-COVID levels, but prices (and profits) are lower, putting most 2023 outlooks set with
Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to further lift prices are mounting, and so
US plastic resin & material prices have risen more than recyclable plastic values YTD, though both show significant growth YoY. This setting makes an easy
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
