by Research | Sep 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Can’t You See – Chemicals To Face Harsh 4Q Setting, Agriculture Sector Trends To Remain Constructive Key Points: We follow our September 1 research, Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face... 
by Research | Aug 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Night-Night – High Inventory, Demand Concerns, & Logistic Issues Put More Sector Production To Bed Key Points: Global demand concerns, lingering logistic issues, and elevated inventory levels are spurring US chemical production cuts... 
by Research | Jul 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Kill A Word – Recession Or Not; Demand Indicators Suggest Mounting Headwinds Relative To Supply Key Points: The 2Q US GDP drop (the 2nd consecutive quarterly drop) may be spurring a debate over the definition of recession, but our 2H22 sector... 
by Research | Jul 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Country State Of Mind – European Cost Woes Favor US Producers In Many Sectors Key Points: Agriculture market indicators remain favorable while the cost curve for ammonia has steepened in favor of US producers, such as CF Industries,... 
by Research | Jul 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Mercy – Demand Headwinds & Rising Availability To Damper 2H Chemical Prices, Put Costs More In Focus Key Points: Global commodity chemical supply will likely grow relative to demand in 2H22, lessening regional price differences. Cost curve...