by Research | Sep 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost... 
by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by Research | Aug 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Streak – Consumer Prices Likely To Face Greater Public Critique Before Turning The Other Cheek Key Points: Western market consumer price inflation estimates for full-year 2022 have surged YTD to show notably more inflation than Asia – a... 
by Research | Jun 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction There Will Be Blood – Gov’t Efforts To Spur Energy Production Lack Long-term Incentives Amid Sector Push Downstream Key Points: Government pressure on the traditional energy sector to boost production contradicts many of its long-term...