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... 
by Research | Mar 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in... 
by Research | Mar 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Against The Wind – China Chemical Producers Face Oversupply, Margin Pressure; A Quick Fix Is Unlikely Key Points: During the next three years, petrochemical capacity additions expected to start up in China will exceed those in Western markets....