by Research | May 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports... 
by Research | May 16, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Foundations Of Decay Key Points: US polymer values, on average, reflect more support WoW than Ex-US polymer values, US monomer values, and US natural gas/NGL values. With US polymer supply set to rise, downward pressure... 
by Research | May 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q Key Points: The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising... 
by Research | May 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction 2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes Key Points: Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We... 
by Research | May 11, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Oil and Gas Necessary Long-Term – The Sector Needs Friends We continue to argue that decarbonized fossil fuels will play a critical role in the energy transition – credible recent analysis on climate change aligns with...