Recent Publications

• A Tricky Tomorrow – Sector Momentum Durability, Energy Transition Complexity & Political Uncertainty Are All Scary October 25, 2020
• Over The Hills But Not Far Away – Lean Supply Chains & Outages Mask Production Potential October 23, 2020
• ESG: Is It About Outrunning Others Rather Than The Bear? October 23, 2020
• Connecting The Dots With Different Plots – 3Q20 Chemical Sector Results & Broadening Data Sets October 22, 2020
• Uncharted Waters – Planning When History Is No Guide October 21, 2020
• Isolation Renovation & Food Packaging – Stand-Out 3Q Demand Ascensions With Uncertain Dimensions October 21, 2020
• Moving On Up – 3Q Sector Results Continue to Beat Street Views, East Side Outlooks Deserve Scrutiny October 20, 2020
• Global Chemical Update – More Than A Pipe Dream October 19, 2020
• US Polymer Prices Hit Highs, Are Slopes Slickening For A Slide? October 18, 2020
• Take It To The House – MDI Production Disruptions Mount, PP Contracts Gain Focus October 16, 2020
• Way Of The Dragon – Thoughts Following Sinopec Meeting, Asia Chemical Values Kick Higher WoW    October 15, 2020
• Space Oddity – Demand & Production Factors Bring Gravity, US Polymer Prices to Leave the Capsule?   October 14, 2020