by Research | Oct 17, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Stay Selective Key Points: US ammonia prices held up WoW, while natural gas prices fell, spurring WoW strength in domestic margins. The global cost curve favors integrated US fertilizer margin support at elevated levels.... 
by Research | Oct 10, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – This Bitter Earth Key Points: Global chemical feedstock costs rose more than monomer and polymer values WoW, pushing profits lower. North America reflects cost advantages, though most product margins remain near 10yr... 
by Research | Oct 3, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Ammonia Remains A Winner Key Points: Domestic commodity chemical producers benefit from significant cost relief in September. We think the ammonia market could hold the profit margin benefits longer than most amid tight... 
by Research | Sep 26, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Spells Relief Key Points: 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 domestic chemical... 
by Research | Sep 19, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Handle With Care Key Points: Global polymer margins on avg. reflect little change WoW, as gains in the US resulting from falling feedstock values were offset by weakness in NW Europe due to lower polymer prices. We continue... 
by Research | Sep 12, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Stone Rolling Key Points: Weakening chemical derivative demand is working against the ability to raise prices in some product chains to offset higher input costs YTD. We discuss global methanol and chlor-alkali markets. US...