Global Market Analysis
US retail gasoline prices recently reached record highs, and profit margins for domestic crude oil refiners and ethanol producers are significantly higher than 2019 average
June 2, 2022
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US retail gasoline prices recently reached record highs, and profit margins for domestic crude oil refiners and ethanol producers are significantly higher than 2019 average
US chemical production costs on average remain advantaged relative to Ex-US peers. We discuss potential projects in Orange County, TX, recent global sector M&A, and
US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting for both US
Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply availability improves, consumer
US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US specialty sub-sector equities
Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to further lift prices are mounting, and so
We discuss our positive view of the US Chlor-Vinyl market, and why it fits well into our global commodity chemical mega-cycle outlook. We provide a
US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for greater domestic production. However, Capex trends
The Russia/Ukraine conflict is giving energy prices a boost, steepening the global chemical production cost curve in favor of US producers. This trend is negative
Chemical demand indicators, ranging from US building product market updates to farmer spending trends, broadly remain robust. We add to recent research studying why demand
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