by Research | May 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US... 
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 | May 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market... 
by Research | Apr 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price... 
by Research | Mar 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Mixed Blessings – Commodity Market Strength To Persist, Specialties Face More Questions Key Points: We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus...