Alchemy Edition 6

Edition 6: Embracing the New Reality: Transform to Thrive

Explore the forces reshaping the global chemicals landscape in this edition of Alchemy 6, where energy, policy, and innovation converge to reshape the industry’s future.

Table of Contents

• Natural gas vs carbon: How geopolitical tensions could impact carbon prices (Page 3 – 7)
• The ethane effect: How an overlooked energy molecule became a strategic global lever (Page 14 – 22)
• Benzene and derivatives: Weak demand and weak margins for long … but not forever (Page 25 – 29)
• The increasing importance of plastics regulation: A pivotal shift (Page 32-37)
• Clean ammonia and methanol: On the path to green hydrogen, an excursion through blue (Page 40-45)
• Soda ash: When will demand catch up to new capacity? (Page 47-51)