by C-MACC Research | Jan 10, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 48 The Runaway Train: Price Momentum – Short Term Noise or Here to Stay For a While? Last week, we highlighted examples of continued strength in many global chemical markets – ethylene, propylene, methanol and the acetyls chain and polymers... by C-MACC Research | Jan 3, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 47 If You Don’t Know Me By Now: The Unknowns of 2021 This report discusses the continued momentum in the chemical space heading into what is likely to be an unpredictable 2021. It highlights some of the unknowable factors today, which may or may... by C-MACC Research | Dec 27, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 46 Singing For Our Supper: A Focus On Propane, PVC and Songs! Despite the US chemical industry in aggregate still operating at lower rates than in 2019, we enter the last week of 2020 with some pockets of exceptional price strength. We view... by C-MACC Research | Dec 20, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 45 Money For Nothing – Weaker Dollar To Boost US 4Q Profits The weaker US dollar has helped US commodity price momentum in 4Q 2020 but will also add a further boost to earnings for those US chemical companies with profitable offshore operations... by C-MACC Research | Dec 13, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 44 The Holiday – Travel Will Impact Durable Spending in 2021 The COVID vaccine will likely inoculate many against their thirst for consumer durables and housing related spending as well as the virus itself, eventually. Spending budgets are finite... by C-MACC Research | Dec 6, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 43 Trading Places – Taking Some Holiday Risk We expect commodity chemical companies – especially those that have not suffered storm related production outages – to have spectacular 4Q 2020s – well above current consensus and with greater upside... 