by Research | May 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative... 
by Research | May 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout Key Points: Chemical product prices have increased with energy costs in 2022, lifting implied clean project economics and spurring related... 
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 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US... 
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...