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I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

by Research | May 13, 2022 | Daily Chemical Reactions

Daily Chemical Reaction I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q Key Points: The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising...
Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling

Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling

by Research | Apr 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling Key Points: Overseas ethylene and derivative markets reflect strength relative to the US ethylene market YTD, but this does not suggest domestic...
Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring

Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring

by Research | Mar 17, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring Key Points: US industrial health indicators support domestic chemical demand growth in 2022 and remain in favor of reshoring more manufacturing. We discuss...
Line ‘Em Up– Market Indicators Mixed to Start The Week, Long Term Factors Favor Commodity Support

Line ‘Em Up– Market Indicators Mixed to Start The Week, Long Term Factors Favor Commodity Support

by Research | Mar 15, 2022 | Daily Chemical Reactions

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

by Research | Mar 1, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk...
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Most Recent Publications

  • Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary May 20, 2022
  • Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout May 19, 2022
  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022

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Andrew Liveris

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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