More chemical sector earnings reports rolled in last night and today, and we find optimism towards 2021 profit strength growing. Our concern is rising that
January 29, 2021
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More chemical sector earnings reports rolled in last night and today, and we find optimism towards 2021 profit strength growing. Our concern is rising that
We discuss multiple chemical sector earnings reports and our varied views on per-unit profit momentum in specialties relative to commodities. Global commodity chemical profit trends
It is imperative that regulators and investors recognize the need for “bridges” to a lower or net-zero carbon world. These bridges are not lifejackets for
We discuss several Asia 4Q20 profit postings and 2021 outlooks that we view as relevant for peers. We find demand views broadly optimistic and concerns
We find 4Q20 result postings and outlook comments broadly constructive, as we expected. We discuss these reports in the context of various supply & demand
US polymer prices, on average, reflect a growing premium relative to Asia WoW. We highlight three major chains (PE, PP, and PVC) and see US
We highlight corporate updates and chemical sector indicators that reflect demand strength in early 2021. We foresee regional chemical production and supply chain issues moderating
We revisit the US spot ethylene and propylene markets today, following the recent decline in ethylene relative to propylene. We comment on tailwinds and headwinds
As green stocks drive higher, it is clear that ESG and climate change are having an impact, regardless of what moves the US administration might
BASF preliminary 4Q results beat Street expectations and add credibility to several recent constructive peer updates. As sector confidence grows with 4Q20 postings, durability concerns
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