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Market danger set to lurk in the Gulf

Time to keep a watchful eye on the Gulf of Mexico. Apropos of the approaching peak of the Atlantic hurricane season, there is growing chatter among meteorologists about the possibility of a significant storm building in the southern Gulf’s Bay of Campeche by early next week, with the possibility that this could evolve into a […]

Immense challenges facing chemical, polymer procurers

Mid-February’s prolonged freeze on the Texas-Louisiana coast has juiced up market commentary as much as it has most petrochemical and polymer pricing. Just days after the storm, a polyethylene (PE) trader said that the freeze’s effects on regional and global supplies would be “worse than Hurricane Harvey”. Perhaps so, because not long after, a PE […]

Three markets to watch amid stimulus efforts

The Democrat Party sweep of the Georgia runoff senatorial elections this week means President-elect Joseph Biden will take office on 20 January with his party in control of both houses of Congress and thus an easier path to enacting the policies on which he campaigned. The blog previously outlined some possibilities for pandemic-recovery economic stimulus […]

Chemical market whack-a-mole

Anyone ever play whack-a-mole? The image here comes from the 1990s, a time of ill-fitting T-shirts and no smartphones, so entertainment came from games such as whack-a-mole that sprung up (literally) to test our hand-eye coordination as well as our ability to deal with a new problem cropping up just as soon as we had […]

Decoupling talk is decoupled from reality

It was supposed to be a harmless press conference honouring the US Labor Day holiday, but President Donald Trump made a statement about possible changes in the US-China relationship that if implemented would have substantial implications for chemical markets. In vowing to bolster US manufacturing by reshoring jobs from China should he be elected to […]

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