by Research | May 16, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Foundations Of Decay Key Points: US polymer values, on average, reflect more support WoW than Ex-US polymer values, US monomer values, and US natural gas/NGL values. With US polymer supply set to rise, downward pressure... 
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 9, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Privileged Key Points: US commodity chemical producers maintain a production cost advantage relative to most Ex-US producers, even including the recent surge in natural gas and ethane values, but profit headwinds continue... 
by Research | May 2, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Sinking Feeling Key Points: Global monomer values, on average, fall relative to feedstocks WoW. We argue that a looser 2H22 polymer/downstream price setting is likely in 2H22 relative to 1H22 before our mega-cycle view... 
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...