by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...
by Research | May 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Gasoline – Consumer Budget Shifts Are A Growing Risk Facing Chemical Sector Efforts To Raise Prices Key Points: Chemical price hike initiatives to recapture margin amid cost inflation and material shortages are in motion while consumer demand...
by Research | May 9, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Privileged Key Points: US commodity chemical producers maintain a production cost advantage relative to most Ex-US producers, even including the recent surge in natural gas and ethane values, but profit headwinds continue...
by Research | May 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US...
by Research | May 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply...