by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging... 
by Research | May 16, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Foundations Of Decay Key Points: US polymer values, on average, reflect more support WoW than Ex-US polymer values, US monomer values, and US natural gas/NGL values. With US polymer supply set to rise, downward pressure... 
by Research | May 9, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Privileged Key Points: US commodity chemical producers maintain a production cost advantage relative to most Ex-US producers, even including the recent surge in natural gas and ethane values, but profit headwinds continue... 
by Research | May 2, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Sinking Feeling Key Points: Global monomer values, on average, fall relative to feedstocks WoW. We argue that a looser 2H22 polymer/downstream price setting is likely in 2H22 relative to 1H22 before our mega-cycle view... 
by Research | Apr 25, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – For All The Wrong Reasons Key Points: Western polymer price premiums reflect strength WoW, as global supply chain, logistic, and feedstock issues continue to favor regional disconnects. We foresee a 2H22 loosening before...