General Thoughts: Despite anticipated post-conflict oil and gas price easing, steepening global feedstock cost curves enhance US petrochemical export potential, while high-cost Asia and Europe
General Thoughts: Global average chemical and refining margin moves in 4Q24 mostly resemble those shown in Shell’s business update – weaker-than-expected 1Q25 trends are the
Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are present.
US and Asia polymer prices have risen YTD but for different reasons. A steep global chemical cost curve and rising China demand will help limit
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