by Research | Apr 11, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Tangled Up In Blue Key Points: Global polymer prices increased WoW, while Ex-US feedstock costs moved lower in the opposite direction of US input costs. Market indicators suggest a likely global uptick in production in 2Q... 
by Research | Mar 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in... 
by Research | Mar 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Against The Wind – China Chemical Producers Face Oversupply, Margin Pressure; A Quick Fix Is Unlikely Key Points: During the next three years, petrochemical capacity additions expected to start up in China will exceed those in Western markets.... 
by Research | Mar 28, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Higher Costs Of Living Key Points: Global polymer prices increased WoW but failed to keep pace with higher energy/feedstock costs. The US petrochemical market is cost-advantaged compared to Asia but has still faced margin... 
by Research | Mar 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk, Don’t Run – Low Visibility Keeps Sector Growth Capex Constrained, ESG Efforts Mount Key Points: US petrochemical producers continue to benefit from cost-advantaged feedstock and global product price support. Consumer demand, policy, and...