by Research | May 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 Key Points: US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting... 
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 | Apr 25, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – For All The Wrong Reasons Key Points: Western polymer price premiums reflect strength WoW, as global supply chain, logistic, and feedstock issues continue to favor regional disconnects. We foresee a 2H22 loosening before... 
by Research | Apr 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a... 
by Research | Apr 18, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Train of Consequences Key Points: Global chemical production costs rose WoW, while US polymer prices held up relative to falling Asia values. With logistic/supply-chain issues still sizable, US chemical markets will be...