🏃‍♂️💨 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. By meeting...

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 quarter —...

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 project. Streamlined...