3 min read
Energy Shocks Don't Just Raise Costs—They Reshape Markets
When natural gas prices spike, most market participants ask a familiar question: How much will costs go up?
Industry Insights
3 min read
Middle Eastern Conflict Could Accelerate Changes in Global Softwood Lumber Trade Flows
Within less than two weeks of the Iran-Israel-US conflict, the broader impact is already disrupting shipping, causing turmoil in oil and energy...
5 min read
UPM and Sappi Graphic Paper Joint Venture: What It Means for the European Paper Industry
UPM and Sappi have signed a non-binding letter of intent to form a graphic paper joint venture, combining UPM Communication Papers with Sappi’s...
3 min read
“Operation Epic Fury”: The U.S. and Israel’s Coordinated and Highly Strategized Takeover of Iran—What Are Our Expectations?
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
[Video] Molecules to Markets Episode 3: How the Ethane Advantage Reshaped Global Chemicals
The global chemical industry rarely moves in straight lines.
4 min read
Global Development Trends of the Paper Industry and Corporate M&A Investment Strategies
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
Moneyball for Pulp and Paper: How Data-Driven Benchmarking Improves Mill Performance
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
Should You Buy That Pulp or Paper Company? A ResourceWise Framework for Investors
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
Chlor-alkali and PVC: 2025 Review and 2026 Outlook
The chloralkali and PVC industries ended 2025 facing another year defined more by structural adjustment than short-term volatility. Global...
4 min read
PET and Raw Materials: 2025 Review and 2026 Outlook
The global polyester value chain entered 2025 under mounting pressure, shaped by chronic overcapacity, unsustainably low profitability, and...
4 min read
2026 Solvent Market Outlook
Heading into 2026, U.S. solvent markets tied to construction, automotive, inks, and adhesives remain caught between tariff-driven cost pressures,...
2 min read
Americas Methanol Outlook: 2026 Market Expectations
Supply Conditions: A Long Market Heading Into 2026 The Americas' methanol market enters 2026 with a decisively long supply base, subdued derivative...