by Research | Oct 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Tracks Of My Tears – European Chemical Producers Reposition, Permian Gas Sellers Temporarily Weep Key Points: We discuss the continued push among specialty chemical producers to recapture margins and more global announcements of strategic... 
by Research | Oct 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Cry Me A River – Low US Inland River Water Levels Impede Agriculture & Chemical Product Flows Key Points: We highlight US inland barge traffic congestion due to low river levels as a headwind for agriculture and chemical markets and working... 
by Research | Oct 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Flu Season Ahead, No Vaccine Will Help Europe Key Points: European chemical producers have faced harsh headwinds for most of 2022, but we think 4Q22 and 1Q23 hold more risk than what we see factored into most forecasts.NW European natural gas... by Research | Feb 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate Key Points: Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before... by Research | Feb 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High Key Points: Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in...