Gregory Muller

speaker

62 appearances 1 recordings 1 series first heard Jun 2026 last heard 20 Jun

Gregory Muller’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Decisive Podcast: Insights and analysis to empower confident decision-making. · Uneven Demand, Tight Supply: Navigating the Next Procurement Challenge · 20 Jun 2026 podcast

So US natural gas.

And the last thing is just that production has remained robust even at relatively moderate pricing gains.

And so that all means that prices are have a lot of downward pressure on them.

So looking at chemicals prices, we have global ethylene and propylene prices here.

What you can see is you have a reversion from the fourth quarter in most of the global markets.

What's happening here is obviously a partially a feedstock question.

So oil prices are decreasing.

So you expect the chemicals prices to decrease as well.

But it's also an inventory question.

So as Emily was talking about, you had

That rush to buy in March would send prices spiking.

But now as things start to renormalize, it means that you don't have the same it means that there is an easing of prices over the next couple of months.

And with the US is a little bit of a niche case where it's m because it's more driven by Henry Hub prices, you get a a return to growth as the

slight growth from the Henry Hub dissect with uh the prices from the global markets are coming down.

What are the risk factors?

What are we thinking about?

I mean, obviously the war in the Middle East is on everyone's mind.

For once, OPEC isn't in the driver's seat.

Basically, even if they increase production, they can't really get it out to global supplies.

And so there isn't much in terms of that.

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