by Research | May 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 Key Points: US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting... 
by Research | May 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over Key Points: US chemical producers face margin headwinds amid rising costs, declining product affordability, and mounting risks facing domestic price... 
by Research | May 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More Key Points: Global spot chemical profit margins are lower YTD due to higher energy costs, but the cost curve still favors U.S. production and exports.... 
by Research | May 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative... 
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...