by C-MACC Research | Dec 1, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Dance To The Music – Sector Optimism Pops Higher As Asia Strengthens, Locking Ability In Question Key Points: Further improvement in Asia petrochemical prices keeps positive sector sentiment in motion to start the week and the trend is... by C-MACC Research | Nov 29, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
Sunday Recap 42 M&A Emerges From Partial Hibernation – Too Soon? Global chemical sector M&A activity has recently surged. Some remain special situations, but others are likely the result of discussions that started before the Pandemic, where both sides are... by C-MACC Research | Nov 27, 2020 | Daily Chemical Reactions
The Chemical Reaction Radar Love – Global Supply Chain Dislocations Ping Supportive Of Efforts Targeting WC Improvements Key Points: We find recent working capital issues among chemical end-product sellers has accelerated initiatives to enhance supply chain... by Cooley May | Nov 25, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Gobbling Until The Wobbling – Chemical Sector To Boost Stuffing, Margins Poised For Plucking Key Points: In this report, we discuss the 2H20 advance in global chemical sector per-unit margins and the “leftovers are for quitters” view... by Cooley May | Nov 24, 2020 | Daily Chemical Reactions
Daily Chemical Reaction A Crude Situation – Recent Global Cost Curve Steepening Adds To Asia Polymer Price Support Key Points: Polymer prices are broadly moving higher in Asia to start the week amid concern of rising crude-based production costs,... by C-MACC Research | Nov 22, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 41 How Fast Can The Brakes Come On? Production costs for base chemicals and polymers will unlikely drop dramatically over the next few months, but prices could. Integrated margins are high, and with global chemical production rising... 