by C-MACC Research | Oct 21, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Isolation Renovation & Food Packaging – Stand-Out 3Q Demand Ascensions With Uncertain Dimensions Key Points: Chemical sector 3Q20 results this week display notable strength in home improvement product demand and global food packaging... by C-MACC Research | Oct 20, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Moving On Up – 3Q Sector Results Continue to Beat Street Views, East Side Outlooks Deserve Scrutiny Key Points: Chemical sector 3Q results and 2H20 updates continue to beat stale Street views that in many cases... by C-MACC Research | Oct 18, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap US Polymer Prices Hit Highs, Are Slopes Slickening For A Slide? A strong consumer recovery, everywhere but China, has eclipsed industrial production recoveries since COVID lows. US retail spending in September is above the pre-COVID trend,... by C-MACC Research | Oct 16, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Take It To The House – MDI Production Disruptions Mount, PP Contracts Gain Focus Key Points: We discuss two major items in our research today: 1) recent global MDI production disruptions that we think will result in further price support;... by C-MACC Research | Oct 15, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Way Of The Dragon – Thoughts Following Sinopec Meeting, Asia Chemical Values Kick Higher WoW Key Points: Two items focused on Asia today: a) we view Sinopec on a path towards growth downstream and see its global competitive position... by C-MACC Research | Oct 14, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Space Oddity – Demand & Production Factors Bring Gravity, US Polymer Prices to Leave the Capsule? Key Points: US avg. polymer prices rose ~15% MoM in September and reflect a ~24% higher level since the start of 2020 per our... 