General Thoughts: Rising confidence in an agriculture market bottom has spurred US fertilizer and agricultural chemical equities YTD relative to commodity chemicals where concerns of
US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy participant notices have risen – both favor lower energy transition
US polyethylene (PE) producers are pushing for contract price hikes in August, which we think will further delay a much-needed non-market adjustment based on global
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
Almost
We show some commonsense data highlighting the benefits of plastic packaging relative to alternative products, while COP27 agitators miss the true enemy: waste!
Refined products
The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising feedstock costs and falling consumer product
Global energy and agricultural markets remain tight, which we think will likely spur an uptick in production. Global chemical markets remain mixed, and we find
US plastic resin & material prices have risen more than recyclable plastic values YTD, though both show significant growth YoY. This setting makes an easy
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