by Research | Aug 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Streak – Consumer Prices Likely To Face Greater Public Critique Before Turning The Other Cheek Key Points: Western market consumer price inflation estimates for full-year 2022 have surged YTD to show notably more inflation than Asia – a... 
by C-MACC Research | Aug 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Want It – Chemical Supply Concerns Deescalate, Global Demand Concerns Accelerate Key Points: Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22... 
by Research | Aug 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Electric Feel – Clean Energy Minerals Lost Charge In July, More Likely To Recharge In 2H Than Fizzle Out Key Points: Our clean energy mineral price index declined for the fourth consecutive month in July, after a period of considerable... 
by Research | Aug 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals Key Points: The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input... 
by Research | Aug 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Chain Smoker – High Energy Sector FCF & Long-Term Return Risks To Lift Its Chemical Chain Investments Key Points: Energy sector growth investment will increasingly target derivative product chains, such as chemicals, as upstream long-term... 
by Research | Aug 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Fighting Demons – Agriculture & Energy Commodity Prices Moderate, Demand May Still Face Purgatory Key Points: Global agriculture and energy commodity price strength remain significant YoY end-use inflation and 2Q earnings season topics, but...