by Research | Apr 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price...
by Research | Apr 7, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Build Me Up Buttercup – US Chlor-Vinyl Markets Compelling, Enables Westlake Specialty Growth Key Points: We discuss our positive view of the US Chlor-Vinyl market, and why it fits well into our global commodity chemical mega-cycle outlook. We... by Research | Nov 9, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Tight Fittin’ Jeans– Price Hikes Spur 2H21 Profit Surges, Supply Response Poses Major 2022 Risk Key Points: Global Chemical Sector 3Q21 reports display significant price-led sales growth, which in many cases bolstered profitability. As volume...