by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging... 
by Research | May 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply... 
by Research | Apr 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals Key Points: US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US... 
by Research | Apr 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve Key Points: The US trade deficit for goods reached a record level in March, as high prices lured products from abroad. We discuss a few factors... by Research | Mar 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier Key Points: US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for...