by C-MACC Research | Jun 8, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Cornfield Chase – Farm Input Market Fundamentals Find Support, Sustainable Farming Needs Incentives To Sprout Key Points: Oversupplied fertilizer and crop input markets have weighed on producer profit YTD, but crop developments suggest farmer... 
by C-MACC Research | Jun 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Global Polymer Spreads Have Danced To More Normal Levels, Except Europe PVC, Where Ominous Music Plays Key Points: Global polymer spreads have mostly returned to the 2014-2020 range, with an outlier being the NW Europe PVC price premium... 
by C-MACC Research | Jun 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Ethylene Blues: Global Oversupply Worsening And Contagion Spreading Downstream – US Costs Help Key Points: The global ethylene industry faces a considerable challenge with oversupply amid a sluggish demand setting – Europe faces much stiffer... 
by C-MACC Research | Jun 2, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Mineral Index Drops, Dow Revenue Cut: Demand Headwinds & Manufacturer Challenges Persist Key Points: The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in May to reflect a 28% lower YTD level, with components beyond lithium... 
by C-MACC Research | Jun 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Wake Me Up Before You Slow-Go: Investor/Litigator Pressure, Market Disruptions, and Economic Woes Key Points: Signs of a more aggressive global slowdown are everywhere – from weak crude oil demand to a drop in global confidence/output, despite... 
by C-MACC Research | May 31, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Asia-Malaise-ia! Chemical Demand Recovery Short of Expectations, Sector Oversupply & Profit Risks Mount Key Points: The chemical industry has a demand problem, not a supply problem. Global economic data supports our concerns and the case...