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Rethinking chemical industry demand

The dominant news in the chemical industry is the painful reality of excess capacity. Supply is so high that it’s crippling profitability, especially for European producers. But behind this supply crisis is an even more crucial question: What’s happening with chemical industry demand? There’s a growing sense that chemical demand growth is increasingly divorced from […]

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2025 October SAF Tracker highlights – #72

In October 2025, global SAF activity accelerated, marked by new offtake agreements, book-and-claim launches, and production milestones, including HondaJet’s 100% SAF test flight and multiple waste-to-SAF project developments across the U.S., Europe, Africa, and Asia Pacific.

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20x valuations: The grid infrastructure gold rush

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]