Sunday Executive Summary
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
January 2, 2023
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2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
Deteriorating consumer health and falling concern with chemical supply will hinder chemical sector equity performance in 1H23 – relative sub-sector bright spots exist.
Specialty chemical
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