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 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit Key Points: US natural gas and ethane prices reflect strength relative to Brent Crude and Ex-US naphtha in 2Q22, a negative domestic feedstock... by Research | Dec 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Out In The Middle – Sector Focus On Sales Growth In 2021 Will Likely Shift To Margin Support In 2022 Key Points: In November, US consumer spending on durable goods moderated, though it remained well above 2019 levels. This report discusses... by Research | Dec 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 96 Inaction, Caused By Inflation Fears, Is Driving More Inflation! A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.Too many... by Research | Dec 9, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Dollaz & Sense – US Chemical Profit Indicators Stay Robust, A Mid-Decade Mega Cycle Remains Likely Key Points: US petrochemical producers have benefited from recent movements in feedstock prices relative to overseas peers on avg. We discuss...