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Corporate downstream benchmarking 2025-2026, part 2: refining, chemicals and retail
Downstream remains a critical value anchor, accounting for roughly 20% of the peer group's total corporate value and stabilizing cash flows, yet st...
US upstream week in brief: Q4 2025 archive
The US week in brief report highlights the need-to-know events from US upstream. It is a rolling document, continuously updated with our own analys...
Yifeng Shiziling - Lithium mine
Operated by Jiangxi Jiangxin Mining Development Co., Ltd. (a subsidiary of Jiangte Motor), the Yifeng Shiziling mine is a cornerstone of the lepido...
Hombre Muerto North (POSCO) - Lithium brine project
Operated by POSCO Argentina, the Hombre Muerto North project, also referred to as Sal de Oro, is a primary lithium producer in the Salar del Hombre...
414 Mine - Lithium mine
Operated by Yichun Tantalum and Niobium, the 414 Mine is a state-owned lepidolite operation. While focused on tantalum and niobium, it produces up ...
GPCA 2025: Feedstock economics reshape Middle East petrochemicals
The Middle East petrochemical industry is navigating a challenging downcycle as feedstock economics reshape investment strategies. Weak crude oil p...
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