
You Can’t Hurry Consumption: 2Q Gains Face a Tougher Second Half as Power Cuts the Line
General Thoughts: Company-specific pricing, cost timing, and supply advantages lifted 2Q26 results before end demand improved, leaving 2H26 performance exposed to higher inputs and normalized competition.
Supply Chain/Commodities: Butadiene should find support as feedstocks rebound, limiting tiremaker relief and making price retention critical as European tariffs redirect Chinese competition toward






