General Thoughts: Chemical feedstock dynamics increasingly signal a global inflection; margin compression forcing strategic resets, capital discipline, and system-wide realignment across industrial value chains.
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1st Topic of the Week: Structural control, cost resilience, and feedstock integration—not just technology—will define the winners as circular plastics markets transition from costly ambition
General Thoughts: The global chemical production cost curve reflects a flattening pattern YTD, with futures implying flatter conditions ahead. We discuss the general setting and
General Thoughts: Recent crop price strength, following a period of weakness from multi-year highs in 2022, is signaling farmer income may have found a floor,
Automotive chemical suppliers have benefited from rising auto production in 2022/23, partly due to inventory rebuilding – we think significant headwinds will face auto chemical
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