Automotive polymer demand decouples from unit growth, shifting toward lifecycle intensity and system-driven specifications where performance assurance, recyclability, and circular compliance define material value.
Integration
China has benefited from lower price inflation than most Western countries and is one of the culprits of global commodity market oversupply – recent critical
We discuss the continued push among specialty chemical producers to recapture margins and more global announcements of strategic repositioning among producers.
We highlight much
Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22
European chemical producers are not responding to high downstream prices due to logistic challenges and high net production costs – this development favors imports. <br
2Q chemical sector results will vary by region and may not be as dire for some as many envision, as shown with the BASF update.
In November, US consumer spending on durable goods moderated, though it remained well above 2019 levels. This report discusses moderating growth in durable good spending
Global Chemical Sector 3Q21 reports display significant price-led sales growth, which in many cases bolstered profitability. As volume returns, we discuss the case for price
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