Recent Publications

• With A Little Help From My Friends – A Case For US Propylene Support Near-Term June 11, 2020
• Higher Crude, Asia Outages & Rubber Limits – The Three Amigos Taunting US Production June 10, 2020
• US Polyethylene (PE) Gets Some Help; Methanol Finds A Friend (MTO) June 9, 2020
• Spot Market Whac-A-Mole; Global Chemical Update June 8, 2020
• Is There A Disconnect? We Don’t Think So June 7, 2020
• Firing the Jets – USGC Production Should Surge as Skies Improve in Asia; Lifts Odds of 2H Turbulence  June 5, 2020
• Bracing For A Kick To The PP; China PVC Strength, Methanol Weakness June 4, 2020
• Positive Sentiment Gains Steam With Crude – Most 2H20 Sector Headwinds Remain Stiff June 3, 2020
• When The Levee Breaks – US Methanol Margin Pressure Inevitable June 2, 2020
• Global Chemical Update – The Chain Gang  June 1, 2020
• Hoping for Normal; Planning for Not Normal May 31, 2020
• Something’s Gotta Give – Asia Monomer Values Are Misaligned With Derivative Fundamentals May 29, 2020