by C-MACC Research | Apr 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Sailing – Shipper Turnbuckles Tighten, Product Flows Spread, & Cow Credits For Not Passing Gas Key Points: This report comments on the differences in regional chemical production during the first two months of 2021 that generally support... by C-MACC Research | Apr 13, 2021 | Daily Chemical Reactions
Daily Chemical Reaction This Side Of A Dust Cloud – Global Supply Issues Remain Significant, Most Value Chains Disrupted Key Points: This report comments on continued strength in global commodity chemical markets amid healthy global demand and lingering pockets of... by C-MACC Research | Apr 11, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 61 Shut Up and Drive: Assuming You Can Find/Afford A Car This report discusses abnormally high US (& global) auto demand, elevating used car values to record highs, and the production constraints working to keep new car markets imbalanced. A... by C-MACC Research | Apr 9, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Lucky Now – Global Supply Chains In Catch Up Mode, Many Beneficiaries Luckier Than Good Key Points: Global supply chains remain out-of-balance, as production continues to limp higher at a slower pace than market expectations set a few weeks... by C-MACC Research | Apr 8, 2021 | Daily Chemical Reactions
Daily Chemical Reaction This Year’s Love – End Market Demand Strength Broad-based So Far, Production Indicators Mixed Key Points: This report highlights multiple indicators of end-market demand strength, ranging from autos to building materials & coatings.... by C-MACC Research | Apr 7, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Reversion – Global Commodity Markets Show Some Initial Signs Of Rebalancing, A Long Road Ahead Key Points: We follow our views from last week, noting strength in Europe commodity chemical markets and US premium values relative to Asia with a... 