by Research | May 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction 2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes Key Points: Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We... 
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 | Mar 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk... by Research | Feb 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Two Tribes, Again? – Ukraine Invasion Spurs Commodity Prices, Negative For Specialty Cost Relief Key Points: The Russia/Ukraine conflict is giving energy prices a boost, steepening the global chemical production cost curve in favor of US... by Research | Jan 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Back To Basics – Global Cost Curve Developments Return To Focus After Lengthy Dislocation Period Key Points: We discuss Dow 4Q results and how recent global cost curve developments favor US commodity chemical producer profit support in...