by Research | Sep 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not Key Points: Global polymers and many other commodity chemicals have mostly fallen back to pre-covid levels. However, producer margins remain... 
by Research | Sep 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Left and Right – Chemical Prices Follow Inputs Lower, US Propylene Markets To Remain Volatile Key Points: US refinery margins remain elevated and in favor of chemical production. We discuss its impact on propylene supply and why this market... 
by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by Research | Sep 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Waiting On A Miracle – Chemical Producers Begin To Cut 3Q Profit Views, 4Q Estimates Also Need Attention Key Points: Chemical producers are increasingly cutting 3Q profit expectations but fail to give 4Q views despite Street estimates likely... 
by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22...