The Sixty-Day Head Start
A WARN notice lands in a state database weeks before the press release. The methodology brief on the earliest public closure signal we know of.
The Ledger
Every entry →- Jul 174 min read
A Sourcing Manager's Guide to Who Pays the Tariff
Washington finalized a 25% tariff on most Brazilian goods. Whether you pay it or the exporter does comes down to how much slack is left in US capacity.
Subscribers - Jul 145 min read
How a Dead Cracker Shuts the Plant Behind It
The Versalis cracker at Brindisi went cold in March 2025. Sixteen months later the polypropylene line behind it followed, and the same case is being argued across Europe.
Subscribers - Jul 104 min read
Who Absorbs Barry?
Dow's Barry closure takes roughly a third of Europe's basic-siloxane capacity off the map. We trace where 150,000 tonnes a year has to reappear, and what it does to the plants that take it.
Subscribers - Jul 73 min read
Why We Started Counting Closures
Closures are outrunning expansions in US specialty chemicals. The launch brief on the database we built to keep score, and the feedstock math behind it.
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Every closure, curtailment, and force majeure in US specialty chemicals, translated into what it does to the products you buy.