When investors discuss green hydrocarbons, the conversation often centers on transport fuels. Sustainable aviation fuel (SAF), renewable diesel, and synthetic e-fuels dominate the discourse. This focus is logical. OBBBA tilts incentives toward liquid fuels. Mandates for aviation and shipping create predictable demand. However, hydrocarbons are not just fuels. They are also the platform chemicals that underpin plastics, packaging, textiles, and consumer goods. In the decarbon

The real winners in drop-in integration are hidden beneath the surface of visible infrastructure and costs Platform chemicals...