by Research | Jun 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’ Key Points: Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned... 
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... 
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... 
by Research | Apr 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers Key Points: The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better...