We think the ExxonMobil 4Q business update reflects support for several global commodity chemical profit trends that will blow well into 2021. We foresee more
December 31, 2020
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We think the ExxonMobil 4Q business update reflects support for several global commodity chemical profit trends that will blow well into 2021. We foresee more
Talk has escalated in 2020 to almost a fever pitch by year-end, but the action is limited everywhere except ESG investing, where the money flows
The global petrochemical market generally reflects tighter conditions at the close of 2020 relative to early 4Q. This report discusses several factors suggesting incentives for
We highlight evidence that supply chain disruptions are lingering in a few home product categories that we view as a general positive for chemical input
Integrated global commodity chemical producer per-unit profits will close 4Q20 at a notably higher level relative to 2Q lows and on a YoY basis –
The commodity chemical market reflects positive momentum into year-end 2020, and we foresee price support well into 1Q21. In this report, we discuss recent contract
The best mechanism for curtailing carbon and equivalent emissions remains undecided, with a mixture of penalties, incentives, and trading mechanisms spanning the globe. Canada has
US polymer prices show upward momentum relative to levels abroad but weakness relative to a few primary US monomer values. Today, we frame the propylene
The US chemical sector reflects broad-based strength into year-end. This report highlights recent specialty chemical market updates, a few commodity market trends worth notice, and
US integrated commodity chemical producer per-unit profit moves higher WoW and points to a jolly close to an already robust 4Q20 – we think several
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