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 19, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Handle With Care Key Points: Global polymer margins on avg. reflect little change WoW, as gains in the US resulting from falling feedstock values were offset by weakness in NW Europe due to lower polymer prices. We continue... 
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 | Sep 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Waiting On A Miracle – Chemical Producers Begin To Cut 3Q Profit Views, 4Q Estimates Also Need Attention Key Points: Chemical producers are increasingly cutting 3Q profit expectations but fail to give 4Q views despite Street estimates likely... 
by Research | Sep 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction One Right Now – Agriculture Stays In Favor; Negative 2H22 Profit Revisions Plague Chemical Sector Key Points: Compelling investment entry points in commodity and specialty chemicals could arise in 2H22, but not until profit views reset lower....