by Research | May 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports... 
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 11, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Oil and Gas Necessary Long-Term – The Sector Needs Friends We continue to argue that decarbonized fossil fuels will play a critical role in the energy transition – credible recent analysis on climate change aligns with... 
by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher... 
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...