by Research | Aug 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction River Of Tears – Could European Shortages Be A Lifeline for US Producers As Costs Float Higher? Key Points: The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression... 
by Research | Mar 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Mixed Blessings – Commodity Market Strength To Persist, Specialties Face More Questions Key Points: We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus... by Research | Feb 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Upstream Vibes – Commodity Chemical Cost Inflation To Likely Lessen in 2H22, US Cost Advantage Sturdy Key Points: Specialty chemical producers expect cost inflation to moderate in 2H22. We foresee a profit drop for US commodity producers during... by Research | Dec 1, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Wuthering Heights – US Polymer Contract Prices Face Downward Pressure, Product Availability Rises Key Points: US contract polymer prices face downward pressure in 4Q21, with many seeing the second consecutive MoM drop in November. We discuss...