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 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports... 
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... 
by Research | May 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction 2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes Key Points: Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We... 
by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...