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🏭 The Column: Nov 8, 2023

Nov 8, 2023

•

8 min read

🏭 The Column: Nov 8, 2023

Dow and Evonik, Solvay and Orbia, battery separators, a plant closure, PDH, and plastic sorting.

Darius Mortazavi
Darius Mortazavi
🏭 The Column: Nov 1, 2023

Nov 1, 2023

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7 min read

🏭 The Column: Nov 1, 2023

LyondellBasell and Cyclyx, Solugen and ADM, Mura, CPVC, ethanol-to-propylene, and phosphorus.

Darius Mortazavi
Darius Mortazavi
🏭 Just a near term pivot

Oct 23, 2023

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4 min read

🏭 Just a near term pivot

Origin's demonstration scale startup and it's near term pivot.

Darius Mortazavi
Darius Mortazavi
🏭 More on Invista's shutdown
LockSimple

Oct 13, 2023

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3 min read

🏭 More on Invista's shutdown

(2 min) Going a bit deeper on Invista's ADN and HMD shutdown from earlier this week.

Darius Mortazavi
Darius Mortazavi
🏭 A little less ADN and HMD

Oct 11, 2023

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5 min read

🏭 A little less ADN and HMD

Invista decided to shut down its ADN and HMD plant in Orange, Texas.

Darius Mortazavi
Darius Mortazavi
🏭 Battery material margins matter
LockSimple

Oct 6, 2023

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3 min read

🏭 Battery material margins matter

(3 min) Understanding how the chemical industry evolves in real time, with battery materials.

Darius Mortazavi
Darius Mortazavi
🏭 An asset-like history

Oct 4, 2023

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5 min read

🏭 An asset-like history

Eastman is selling it's Texas City acetyls plant to Ineos for $490 million.

Darius Mortazavi
Darius Mortazavi
🏭 A little LyondellBasell history

Sep 29, 2023

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4 min read

🏭 A little LyondellBasell history

(3 min) LyondellBasell is taking the lead in depolymerization, but why?

Darius Mortazavi
Darius Mortazavi
🏭 Not your typical rebar

Sep 27, 2023

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5 min read

🏭 Not your typical rebar

Exxon is bringing a new polymer to market, and partly through some new rebar.

Darius Mortazavi
Darius Mortazavi
🏭 Legos and Apple's new case
LockSimple

Sep 25, 2023

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4 min read

🏭 Legos and Apple's new case

(2 min) Lego is pausing it's ABS to PET transition, and Apple's new iPhone case.

Darius Mortazavi
Darius Mortazavi
🏭 First time making LAOs

Sep 20, 2023

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5 min read

🏭 First time making LAOs

Exxon's two new LAO-focused plants mark their entrance into a new market.

Darius Mortazavi
Darius Mortazavi
🏭 The similarity
LockSimple

Sep 15, 2023

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6 min read

🏭 The similarity

(2 min) My almost working model for the broader chemical process industries.

Darius Mortazavi
Darius Mortazavi
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