Recent Publications

• Fading Momentum – Global Chemical Update August 3, 2020
• This is not the time to be driving while focused on the rear-view mirror August 2, 2020
• 2Q20 Earnings – Many Risks Being Taken With Outlooks; Supply Chains Far From Normal July 31, 2020
• Thoughts Before The LyondellBasell 2Q Report July 30, 2020
• Auto Industry Recovery – Important For Chemicals – Unclear July 30, 2020
• Getting Lean, Green & Mean – An Industry Facing Uncertain Demand & Varied Product Level Trends   July 29, 2020
• Price Hike Initiatives To Likely Face W-Shaped Recovery; Supply Chains Lack Balance July 28, 2020
• Cooking with Blindfolds – Global Chemical Update July 27, 2020
• Unchecked Optimism, Without Reason and Action, Can Upset July 26, 2020
• Approach High Expectations With Caution July 24, 2020
• Optimistic 2H20 Views Keep Street Expectations Elevated; US PGP Jumps (Again) July 23, 2020
• China PE Falls WoW; Feedstocks Still Favor US Ethylene Production; Corporate Updates Roll In July 22, 2020