Global commodity markets, on average, reflect notably higher prices YoY. We highlight ties between agriculture and energy markets and discuss why the upward trend in
January 31, 2022
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Global commodity markets, on average, reflect notably higher prices YoY. We highlight ties between agriculture and energy markets and discuss why the upward trend in
US commodity chemical industry profit concerns for 1H22 have lessened due to tighter spot market fundamentals and positive outlook comments in 4Q business updates. We
We discuss Dow 4Q results and how recent global cost curve developments favor US commodity chemical producer profit support in 2022. We find the factors
Despite lithium price strength, the equities of those within this product chain on avg. have fallen but have outperformed the overall ESG sector in recent
Chemical producer business updates highlight persistent efforts to offset higher costs and supply chain issues with higher prices. This report discusses several major trends ringing
Input cost inflation remains a major margin headwind for many specialty producers, with commodity players reaping the benefits. We highlight a few product chains and
Asia spot polymer prices increased WoW toward avg. US levels, which we view as a plus for US producers. We discuss a few emerging factors
US commodity chemical industry profit peaked in 2021, with a YoY drop ahead for the industry in 2022. This view has been a critical negative
US ethylene cracker co-product values have generally reset relative to their historical ties with Asia. We discuss why this lessens risk with US commodity chemical
Renewable fuels have a very bright future in our view, but the focus will likely move away from capturing high credits like LCFS towards aviation
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