2Q result postings this week display Western commodity chemical industry profit near-or-at historic highs. We discuss the likely cadence of price/margin movements in 2H21 and
July 30, 2021
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2Q result postings this week display Western commodity chemical industry profit near-or-at historic highs. We discuss the likely cadence of price/margin movements in 2H21 and
Chemical sector business updates display similar trends across sub-sectors. We discuss a few factors that could shift profit momentum.
We highlight pertinent chemical
With the expected roll-out of better ESG reporting standards and fund definitions, the high and rising amount of money in the space could cause upsets<br
This research report comments on a few significant global petrochemical price and margin trends. We discuss findings that some commodity producers are testing market structure
This report discusses pertinent takeaways from recent chemical sector business updates, ranging from cost inflation trends to producer outlooks.
We highlight Axalta, RPM,
Our global commodity price sheets continue to display a compelling profit setting for Western chemical producers. This report comments on premium polymer values and the
Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has underperformed peers. We discuss headwinds facing commodity sector equity
Commodity chemical producer 2Q result comments are broadly optimistic, while downstream/specialty producers flag cost inflation and input sourcing issues. We discuss the Dow 2Q business
As carbon values rise, carbon sequestration plans also rise and a “cluster” trend is developing – good for those who can participate – quite bad
This research report comments on a few significant global petrochemical feedstock trends. We add to our views from early July that focused on natural gas/NGL
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