by C-MACC Research | Jun 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits Key Points: USGC natural gas spot values have decreased sharply relative to USGC ethane values near the end of 2Q22, a quarter that reflects lower QoQ... 
by C-MACC Research | Jun 12, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 122 Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets US manufacturers and consumers face persistent inflationary headwinds – our industry indicators and analysis from Washington suggest a quick fix is... 
by C-MACC Research | Jun 5, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 121 US Cost Advantage Shrinks, Rocky Setting Aids Mega-Cycle Thesis US ethylene margins recently turned negative, regardless of feedstock, putting pressure on derivatives prices for integrated profit – margin risk in 2H22 is... 
by C-MACC Research | May 29, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 120 Ethylene Or Propylene – Who Is Top Gun? Depends Where You Live US propylene market fundamentals remain at odds with ethylene worldwide and propylene in other regions – trade arbitrages are generally difficult to... 
by C-MACC Research | May 22, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 119 Food For Thought: Boosting Crop Output Becomes Critical Ammonia and nitrogen-based fertilizer prices have surged since 2021, adding to factors driving rising concerns about food price inflation and availability. U.S....