Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price (and margin) trends and highlight factors
As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including ethylene.
Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and flag
Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in some product chains. We highlight a
We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus for commodity producers,
Strong consumer demand and moderating input costs are positive factors backing many 2022 specialty producer profit outlooks. We discuss mounting risk facing these views and
As diesel belching tanks roll across Ukraine, publishing research on emission abatement feels odd, but the climate challenges will worsen from conflict.
Sector performance
A significant observation from 4Q business updates is the variation in results and expectations that, in many cases, have changed notably relative to six months
US industrial health indicators suggest domestic chemical demand could exceed most 2022 expectations, presenting a positive case for more reshoring. We flag US industrial production
Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent research on consumer price inflation
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