Recent Publications

• Ready to Play – Methanol Has Stayed in Time Out Longer Than Most, But New Batteries Have Been Put in Its Chinese Toys & Friends Are Gathering July 1, 2020
• All Along The Watchtower – Price Strength Apparent, Volume Anything But Transparent June 30, 2020
• Better Again, But Durability in Question – Global Chemical Update June 29, 2020
• Corporate Updates Lack Devotion; Commodity Markets Reflect Commotion – We Second Those Emotions June 28, 2020
• Something for Everyone – Pockets Of Strength, Weakness & Elements of Freakiness  June 26, 2020
• Stagnation – The Worst Scenario? June 26, 2020
• Upstream Market & Forward Curve Views; Corporate Updates June 25, 2020
• Ocean view – New Braskem, TX Polypropylene Facility Will Swing US to Net Exports June 24, 2020
• Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring June 23, 2020
• Aramco, Sasol and? – Structural Change In Basic Chemicals June 22, 2020
• Pushing The Dragon – Global Chemical Update June 22, 2020
• You Can Live In A Car, But Most People Prefer Houses – Building Products Likely To Outperform Autos June 21, 2020