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A Cracked Shell – Double Down or Exit Chemicals?

A Cracked Shell – Double Down or Exit Chemicals?

by Research | Oct 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction A Cracked Shell – Double Down or Exit Chemicals? Key Points: Global commodity chemical markets have experienced a significant downturn in 2022, which we think is prompting many difficult strategic business reviews, such as at Shell.Indicative...
Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our...
Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook

Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook

by Research | Sep 22, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook Key Points: We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors...
Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View

Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View

by Research | Sep 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices...
Fields Of Gold – Agriculture Market Indicators Remain Positive

Fields Of Gold – Agriculture Market Indicators Remain Positive

by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain...
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Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments

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