by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22... 
by Research | Jul 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Blues Man – Chemical Sector Profit Risks Mount, Demand Concerns Outweigh Supply Issues In 2H22 Key Points: Global chemical feedstock values reflect a declining US cost advantage relative to Ex-US producers, suggesting downward pressure on... 
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... 
by Research | Apr 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now Key Points: US polymer prices remain significantly higher than levels seen at the start of 2020. A mixture of strong US manufacturing, despite... 
by Research | Mar 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises Key Points: Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and...