3 min read
On February 28, 2026, the United States and Israel launched a coordinated strike targeting multiple Iranian military assets simultaneously, targeting...
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2 min read
The global chemical industry rarely moves in straight lines.
4 min read
The global pulp and paper industry is entering a new phase of structural transformation. While overall growth remains steady, regional divergence is...
3 min read
If you've seen the film Moneyball, then you know it's a true story of how the Oakland A's transformed baseball by using data and analytics to...
6 min read
A private equity partner once told me that buying industrial assets is much like real estate – one makes money “on the buy”. That insight has proven...
3 min read
The chloralkali and PVC industries ended 2025 facing another year defined more by structural adjustment than short-term volatility. Global...
4 min read
The global polyester value chain entered 2025 under mounting pressure, shaped by chronic overcapacity, unsustainably low profitability, and...
4 min read
Heading into 2026, U.S. solvent markets tied to construction, automotive, inks, and adhesives remain caught between tariff-driven cost pressures,...
2 min read
Supply Conditions: A Long Market Heading Into 2026 The Americas' methanol market enters 2026 with a decisively long supply base, subdued derivative...
4 min read
Macroeconomic and Industry Environment: Slow Growth and Structural Length Global macroeconomic indicators suggest a subdued yet moderately improving...
5 min read
Rationalization across major chemical value chains continues at uneven speeds, shaped by demand contraction, persistent oversupply, and regional...
5 min read
Market Overview: A Year of Weak Demand and Shifting Dynamics Throughout 2025, the orthoxylene and phthalic anhydride markets were shaped by three...
