by Research | Dec 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Blow At High Dough – Elevated Prices & Government Incentives Lift Profit Cycle Risk For Some Chemicals Key Points: The global commodity chemical industry faces profit cycle risk from energy producers expanding downstream and gov’t... 
by Research | Nov 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Achy Breaky Heart – Global Supply Arteries Expand, Production Blockages Needed To Pump Up Margins Key Points: Global chemical product market indicators reflect improving availability, suggesting considerable risk amid an energy price surge –... 
by Research | Nov 21, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Candle In The Wind Key Points: Global polymer prices, on average, step lower WoW relative to feedstocks, pushing chemical sector profit lower WoW. We discuss why a near-term sector profitability rebound is unlikely. Despite... 
by Research | Nov 17, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Comfortably Numb: The COP27 Discussion Is Easier Than The Need While COP27 has been characterized by platitudes and agreements in principle, there is a lot more focus on how much money needs to be spent than on who... 
by Research | Nov 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Slide – Virgin Plastic Product Availability To Likely Improve Relative To Recycled Resin Into 2023 Key Points: We expect virgin plastic production improvements will cause greater availability into 2023, while recycled resin markets could...