Sunday Executive Summary
Several themes that emerged in 2024 will run through 2025, especially the power shortage theme, which we expect to drive more investment and flexibility from
December 22, 2024
No Comments
Several themes that emerged in 2024 will run through 2025, especially the power shortage theme, which we expect to drive more investment and flexibility from
General Thoughts: The C-MACC Clean Energy Mineral Index fell 3% MoM in October after an uptick in September to reflect a ~10% lower level from
General Thoughts: With Dennis Reilley and Eduardo Menezes at the helm, Air Products could look like an industrial gas company again. We view this development
General Thoughts: We focus on USGC storm Francine and those most notably impacted if it makes a direct hit on Louisiana, as it favors tighter
General Thoughts: US ethane values near YTD lows and at the low end of the 2002-2024 range mean one thing (considering much higher ethylene feedstock
While the US election focus is trying to move away from name-calling and towards the economy, US voters who believe the economy is in bad
1st Topic of the Week: We look at the scale of growth in China in many of the critical pathways to clean energy and question
General Thoughts: We highlight improving European ammonia producer fundamentals and Yara 2Q24 results as we take a cautious view of ammonia in 2H24 before our
General Thoughts: We discuss efforts to subsidize green ammonia supplies from relatively low-cost areas to high-cost regions, highlighting the Fertiglobe winning the H2Global pilot auction
1st Topic of the Week: Those pushing ahead with risky transition investments – fuels, hydrogen, ammonia, direct air capture, will do well if the shortfalls
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
