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 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook Key Points: We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors... 
by Research | Sep 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost... 
by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
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...