by C-MACC Research | Sep 15, 2021 | Daily Chemical Reactions
Daily Chemical Reaction The Weary Kind – Record Profits Has Not Translated Into Record US Commodity Chemical Equity Values Key Points: US commodity chemical sector profits remain near multi-year highs after rising significantly in some product chains since the start... by C-MACC Research | Sep 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Mess Around – Production Issues, Higher Input Costs, & Logistical Constraints Support US Prices, For Now Key Points: We discuss several support factors moving in favor of commodity chemical price support and generally frame the recent US... by C-MACC Research | Sep 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 83 All Paths Lead To Consolidation for Big Energy and Chemicals The market response to the Chevron Gevo announcement supports the view that viable options for major companies to counter ESG trends are limited. The deal... by C-MACC Research | Sep 10, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Last Cigarette – US Polyethylene Price Premiums At Risk Of Burn Out; Carbon Cutting Tech In Focus Key Points: US polyethylene (PE) values have surged relative to Asia in 2021. We flag an array of factors to consider in late 2021 that put US... by C-MACC Research | Sep 9, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Just Dance – US Commodity Chemical Production Broadly Incentivized To Run, 4Q Profit Risk Rises Key Points: US commodity chemical per-unit margins incentivize a quick production return following Hurricane Ida. This report discusses mixed... by C-MACC Research | Sep 8, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Matches & Metaphors – Input Shortages Evident In US Building Materials & Autos, Demand Stays Hot Key Points: Our research today discusses multiple 3Q21 corporate financial guidance cuts amid issues with sourcing inputs and broad-based...