by Research | May 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply... 
by Research | Mar 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot Key Points: Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail... by Research | Feb 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support Key Points: The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health... by Research | Feb 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Upstream Vibes – Commodity Chemical Cost Inflation To Likely Lessen in 2H22, US Cost Advantage Sturdy Key Points: Specialty chemical producers expect cost inflation to moderate in 2H22. We foresee a profit drop for US commodity producers during... by Research | Nov 9, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Tight Fittin’ Jeans– Price Hikes Spur 2H21 Profit Surges, Supply Response Poses Major 2022 Risk Key Points: Global Chemical Sector 3Q21 reports display significant price-led sales growth, which in many cases bolstered profitability. As volume...