We follow our September 1 research, Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face Narcolepsy, to
Consumer affordability indicators are braking amid rising borrowing costs and low confidence, positioning auto markets to hit a brick wall with chemical suppliers in tow.<br
C-MACC Weekly “CRETER” (Climate etc.) Hydrogen “Earth Shot” – “Long-Shot” But Will Drive Costs Down The Hydrogen excitement continues to build, and the DOE hub
Global polymers and many other commodity chemicals have mostly fallen back to pre-covid levels. However, producer margins remain compressed amid high energy prices.
We
AkzoNobel provides a business update stressing fundamental headwinds in 3Q22 will likely persist in 4Q, and European currencies have devalued relative to the US Dollar.<br
US natural gas and USGC ethane feedstock values declined more than Ex-US naphtha and Brent crude and outpaced chemical prices lower WoW, reflecting benefits for
We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our view.
The US can
US refinery margins remain elevated and in favor of chemical production. We discuss its impact on propylene supply and why this market will likely be
We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors that are in its
The ultra-clean solutions for transport fuels, chemicals, plastics, other industrial processes, and indoor temperature control need vast quantities of low-cost power.
Electrochemistry R&D we
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