As you look at your unspent research and consulting budgets for 2021 and how you plan to allocate your 2022 spending, we encourage you to
October 29, 2021
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As you look at your unspent research and consulting budgets for 2021 and how you plan to allocate your 2022 spending, we encourage you to
We discuss a few constant corporate messages coming from 3Q21 chemical sector releases and flag several commodity developments. The potential for equities to perform with
We discuss activist pressure to a breakup of Shell, and why this may prove more beneficial to its stock price near term than unlocking asset
A recent study (and fund behavior) suggests that the ESG investment community is ill-equipped to step up and police climate change if COP26 efforts fall
Global chemical production faced several notable headwinds in late 3Q that helped spur commodity prices upwards and offset some cost inflation. We anticipate a supply
China commodity chemical spot prices weaken WoW following a recent surge, while US markets fight to support premiums. Rising global volatility may tweak sector management
Global chemical price moves WoW favor US profitability. While a plus for sector views with 3Q reports, the trend does not tell the whole story
Commodity chemical producers take action to keep prices supported, and market structure developments gain focus. We discuss several relevant 3Q21 business updates and global commodity
Commodity market inflation remains a hot topic with sector 3Q21 reports. We flag a few significant examples and trends to keep in mind into 2022.
Air Products announced a US blue hydrogen/ammonia investment last week, the first firm pledge to very large-scale carbon capture & sequestration in the US.
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