by Research | Mar 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Facing The Sea – North American PE Exports To Likely Set Record In 2023, Cost Curve To Determine Profitability Key Points: North American polyethylene (PE) exports will likely hit a record level in 2023, enabled by its sizable cost advantage... 
by Research | Feb 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Heart Like A Truck – Global Chlor-Vinyl Demand Is Weak, Cost Advantages Drive US Margin Support Key Points: US Chlor-Vinyl margins have increased from 4Q22 lows in 1Q23, and we discuss Oxy views of this product chain in 2023 – we share a... 
by Research | Jan 25, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Power Base: We Are Sailing Too Close to The Wind (and Sun) The Europeans are closer to wind and solar tipping points and are concerned about baseload power and the exorbitant cost of getting there with wind and solar.... 
by Research | Dec 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus Key Points: Deteriorating consumer health and falling concern with chemical supply will hinder chemical sector equity performance in 1H23 –... 
by Research | Dec 21, 2022 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) What we learned in 2022. Practice is much harder than theory As companies and governments have moved from plans to actions in 2022, progress has been slower and more expensive than many expected – so goes 2023....