Market Intelligence Service
Ongoing Analysis of Industry Trends and Issues Across Sectors
Timely weekly market research providing private and public companies insights in supply chain, upstream, midstream, downstream, sustainability, and energy transition nuances.
Market Research & Consulting Solutions for Multiple Teams
Improve Forecasting and Secure Supply Resilience
Track global trade flows, feedstock dynamics, and capacity additions to make smarter sourcing decisions, mitigate risk, and stay ahead of bottlenecks or outages in critical regions.
Translate Market Shifts into Competitive Advantage
Use our forward-looking insights to shape long-term strategy, prioritize investments, and identify where your business can win or defend in an oversupplied and fast-evolving market.
Align Brand Communications with Market Confidence
Access high-quality visuals, benchmarking data, and post-earnings takeaways that support external messaging and align internal stakeholders around a consistent market narrative.
Power Decision Models with Real-Time Intelligence
Feed structured, scenario-based data into your financial or operational models to simulate impacts across regions, value chains, and product portfolios.
Support Capital Markets Strategy with Credible Data
Equip your IR team with independent, data-backed perspectives that align with analyst expectations, defend capital allocation strategies, and inform valuation outlooks.
Unlock weekly access to strategic research from Pentant—designed for producers, investors, and supply chain stakeholders navigating complex market cycles.
company Commentary
Post-Earnings Breakdown: Immediate takeaways and strategic implications from global earnings seasons across the chemical value chain.
Corporate Strategy Signals:
Consolidation alerts, shutdown forecasts, and M&A insights that shape market trajectories.
Cost Curve Realignments:
Visuals and commentary on ethylene, propylene, and derivative competitiveness—by region and feedstock.
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Failure – Fear of Reprisals Keeps Industry Silent on Tariffs – This May Be the Worst Strategy, Leading to Business Failures
• US industry is keeping quiet about the risksto White House policy. Assuming the plansmove forward (likely without objections) you mustcarefully assess plans for survival
• No multinational company or anyone US only based, but reliant on imported inputs or exports for additional sales, will come out of this unscathed, and recession hurts all.
• Harsh chemical industry downcycles are ALWAYS driven bydemand shock, never supply.Companies should not model past cycles butrather identify scenarios that could be fatal.
• Except for the industrial gas companies, we have failure scenarios for every company in the chart below. Understanding what could drive failurewill improve balance sheet focus.
• Q1 earnings calls will show who is taking the US policy risk seriously, but there are credible scenarios whereby everyone on the left side of the chart below should raise equity, soon. -
Trading Jobs and Demand: The Inevitable Recession? – No Obvious Silver Linings
With billions of dollars erased from chemical company valuations last week, and tariffs in full swing, some “left field” corporate strategy options may start to look less crazy
Even if the Administration had a “just kidding” moment and tried to walk back recent trade orders and immigration hard lines, the damage is done, global consumers are holding back.
Layoff risk is rising everywhere as companies take more cautious views – this is not just happening in transition – orders are shrinking and in our view a recession is now likely.
Contagion in the US should spread elsewhere, and global economic growth in 2025 could disappoint meaningfully. Chemical industry surpluses will look much worse than expected.
Lower than expected earnings in 2025 will drive faster failures in the transition space, and maybe some in chemicals where leverage is high. Rationalization for chemicals will follow. -
A Plan For Europe: Cluster Opportunities Emerge From The Overall Mess
As Europe wakes up to its need for greater self-reliance in defense it is inevitable that the attitudes towards industries that enable defense, like chemicals, will change. Is it too late?
The overly pro-green backdrop in Europe has, by default, been overly anti-energy and old energy intense industries, incl. materials. Europe’s dependence on imports rises daily.
While the relative cost pressures in Europe are unlikely to change quickly, there may be opportunities for cross-company agreements to protect clusters of businesses and assets
Europe will need tariff protection to support its chemical industry and probably subsidies, but subsidizing a full value chain that has critical importance may be easier to support
Europe needs to relax its competition regulations, as business combinations to drive every ounce of efficiency will be needed. There is likely more hope today than 6 months ago
From circular polymers to green ammonia, Pentant’s research helps corporates and investors make sense of policy impacts, ESG strategies, and technological disruption.
Transition-Driven Scenarios:
Analysis of carbon pricing, feedstock shifts, and net-zero mandates across global markets.
Sustainable Material Economics:
Cost and competitiveness tracking of bio-based polymers, recycling pathways, & clean fuels.
Energy Diversification Models:
Breakdown of hydrogen, CCS, biogas, and electrification initiatives with ROI benchmarks.
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The Land of Confusion – “All Stop” seems like the best immediate plan
After what has been an interesting 6 weeks, energy transition is effectively directionless globally, despite the protests to the contrary from the diehards.
Everyone is rethinking priorities and affordability, regardless of what they may be saying publicly, and this includes, countries, industry watch dogs and public/private companies.
While the Trump administration has us looking in multiple directions, climate change is in the cross hairs, with now strong US denial, and what the US does has implications for all.
Even Europe will have no choice but to change direction on climate initiatives as spending needs elsewhere (defense) will take priority. A wave of blue hydrogen for Europe perhaps.
Meanwhile, China will march ahead with renewable power, green hydrogen, low carbon fuels and materials. China’s costs will fall creating an even wider competitive advantage.
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