🏃‍♂️💨 Chemicals are winning the industrial marathon and according to the latest IEA World Energy Outlook, this lead is expected to extend through 2035. But why? Think of the industrial economy as a marathon: four runners, each with a different stride and stamina. 💉 Chemicals find their rhythm early. They don’t sprint; they pace. They reach people first: wrapping food safely, keeping water clean, providing soap for hygiene, and delivering vaccines through plastic syringes.

Every cycle tests endurance. This one is separating the sprinters from the triathletes — and only those built for all three legs will still be standing when the market turns. As shown in the chart above,  ExxonMobil Chemical  has pulled into a clear lead, with  Chevron Phillips Chemical Company  and  LyondellBasell  pacing steadily behind.  Dow  and  Shell Chemicals  are losing ground as the cycle grinds on. Winners in petrochemicals aren’t made in the spotlight of one strong

Dow ’s Q3 earnings got Wall Street excited — the stock jumped 13% in a day, adding roughly $2 billion in market cap. Investors clearly saw something they liked. 👉 But is it real recovery... or just a mirage in the desert of this chemical downcycle? 💪 The Positives: “Control the Controllables” Let’s give credit where credit is due. Dow’s leadership did what strong management teams do in tough markets: Cut the dividend early to protect cash. Hit pause on a Mega Capital projec

The world’s richest energy company just put three Saudi chemical projects on hold. It’s not about the money — Aramco can fund anything it wants. It’s about timing. Margins are scraping the bottom… yet projects in Asia are still full speed ahead. So why the sudden pause at home? 🏠 Home turf usually wins — until it doesn’t Building domestically normally has clear advantages: 1️⃣ Capital safety – When the world’s unpredictable, it’s safer to spend close to home. Think return of

Another wave of job cuts has hit Oil & Gas. After  bp ,  Chevron , and   ConocoPhillips  earlier this year,  ExxonMobil  announced ~2,500 layoffs last week. 👉 Regional offices in Calgary, Brussels, and Singapore are being shut down. Retained employees must relocate closer to industrial sites. 📰 The media wasted no time pointing fingers: Europe blamed regulatory complexity. Canada pointed to policy uncertainty and an unfriendly business climate. Singapore stood apart — the c

The chart above shows how U.S. ethane exports have surged from zero just over a decade ago to nearly 10 million tons per year today—with volumes increasingly flowing to America’s fiercest trade rivals overseas. At BIC Advisory Group, we’ve been analyzing what this means for U.S. competitiveness. The key questions: 👉 Is this smart monetization of surplus shale gas? 👉 Or a “cash now, regret later” strategy? Here’s what our analysis shows: This export boom wasn’t crafted as U.