Jefferies Global Chemical Monitor Sees Spreads Momentum Remaining Negative -- Market Talk

Dow Jones01-16

1145 GMT - Shares in European chemical companies fall after a closely watched sector indicator showed weakness. Jefferies' Global Chemical Monitor showed that momentum in chemical spreads--a key profit-driver for the sector--remains negative in January. European spreads--the difference between chemical prices and manufacturers' output--have been flat since November at around 1%, the report says. "Momentum remains weak into the start of the year, reinforcing the view that any recovery in spreads is not yet underway," Jefferies analysts write. French chemicals producer Arkema leads the sector down, falling 4.1%. Arkema, alongside Evonik Industries--down 3%--is most vulnerable to lower spreads, the analysts say. German companies Brenntag and BASF fall 2.8% and 2.4%, respectively, while Dutch chemicals distributor IMCD falls 3.55%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

January 16, 2026 06:45 ET (11:45 GMT)

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European spreads--the difference between chemical prices and manufacturers' output--have been flat since November at around 1%, the report says. \"Momentum remains weak into the start of the year, reinforcing the view that any recovery in spreads is not yet underway,\" Jefferies analysts write. French chemicals producer <a href=\"https://laohu8.com/S/ARKAF\">Arkema</a> leads the sector down, falling 4.1%. <a href=\"https://laohu8.com/S/ARKAY\">Arkema</a>, alongside Evonik Industries--down 3%--is most vulnerable to lower spreads, the analysts say. German companies Brenntag and BASF fall 2.8% and 2.4%, respectively, while Dutch chemicals distributor IMCD falls 3.55%. 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Jefferies' Global Chemical Monitor showed that momentum in chemical spreads--a key profit-driver for the sector--remains negative in January. European spreads--the difference between chemical prices and manufacturers' output--have been flat since November at around 1%, the report says. \"Momentum remains weak into the start of the year, reinforcing the view that any recovery in spreads is not yet underway,\" Jefferies analysts write. French chemicals producer <a href=\"https://laohu8.com/S/ARKAF\">Arkema</a> leads the sector down, falling 4.1%. <a href=\"https://laohu8.com/S/ARKAY\">Arkema</a>, alongside Evonik Industries--down 3%--is most vulnerable to lower spreads, the analysts say. German companies Brenntag and BASF fall 2.8% and 2.4%, respectively, while Dutch chemicals distributor IMCD falls 3.55%. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 16, 2026 06:45 ET (11:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARKAY","symbol_name":"Arkema","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603687998","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603687998","pubTimestamp":1768563900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ARKAY":"Arkema","BK4098":"多种化学制品","BK4109":"特种化学制品","BASFY":"BASF SE"},"translate_title":"杰富瑞全球化学品监测认为价差势头仍然为负——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BASFY":0.9,"ARKAY":0.9},"content_text":"1145 GMT - Shares in European chemical companies fall after a closely watched sector indicator showed weakness. Jefferies' Global Chemical Monitor showed that momentum in chemical spreads--a key profit-driver for the sector--remains negative in January. European spreads--the difference between chemical prices and manufacturers' output--have been flat since November at around 1%, the report says. \"Momentum remains weak into the start of the year, reinforcing the view that any recovery in spreads is not yet underway,\" Jefferies analysts write. French chemicals producer Arkema leads the sector down, falling 4.1%. Arkema, alongside Evonik Industries--down 3%--is most vulnerable to lower spreads, the analysts say. German companies Brenntag and BASF fall 2.8% and 2.4%, respectively, while Dutch chemicals distributor IMCD falls 3.55%. 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