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Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied

by Research | Feb 10, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent...

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

by Research | Nov 4, 2021 | Daily Chemical Reactions

Daily Chemical Reaction High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied Key Points: Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a...

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  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023

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