Global Market Analysis
General Thoughts: Global manufacturing activity remains generally weak amid oversupplied conditions. While we see a mixed setting ahead for Asia and North America, we take
October 4, 2024
No Comments
General Thoughts: Global manufacturing activity remains generally weak amid oversupplied conditions. While we see a mixed setting ahead for Asia and North America, we take
General Thoughts: We evaluate, identify, and discuss relevant chemical and associated market happenings on an ongoing basis at C-MACC – our recent partnership with ChemOrbis
We see an increasing amount of concern around power (and energy) availability and our work with Issaquena Green Power has put us right at the
Polymer Market Trends: Global spot polymer prices were mostly lower in Asia and North America but higher in Europe last week. North American integrated margins
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 farmer economy is enduring a period of weak crop prices, which has lifted concerns with farm spending and driven input supplier equity
General Thoughts: We discuss the US agriculture sector ahead of 2Q24 business updates, considering US corn prices is near a YTD low – we are
Chemical Market Trends: We discuss the improvement in US spot ethylene and polymer-grade propylene during the past thirty days relative to feedstock costs, a plus
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
1st Topic of the Week: A carbon capture conference in Houston next week appears to have more bankers and lawyers attending than developers. This is
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
