by C-MACC Research | Jul 27, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Patience – Corporate Outlooks Point To Lingering Supply Chain Issues; 2H21 To Stay Far From Normal Key Points: This report discusses pertinent takeaways from recent chemical sector business updates, ranging from cost inflation trends to... by C-MACC Research | Jul 25, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 76 More Records Than The Olympics! Markets Not Convinced Exceptional strength in 2Q results for chemicals in the West becomes more evident as earnings season unfolds. We discuss drivers and early 2H21 trends.Out-of-whack... by C-MACC Research | Jul 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Cross Road Blues – Western Commodity Chemical Profit Surges, But The Equities Fail to Keep Pace Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has... by C-MACC Research | Jul 22, 2021 | Daily Chemical Reactions
Daily Chemical Reaction No Line On The Horizon – Optimistic Demand Views & Supply Chain Issues Stand Out With 2Q Reports Key Points: Commodity chemical producer 2Q result comments are broadly optimistic, while downstream/specialty producers flag cost inflation and... by C-MACC Research | Jul 21, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Cover Me Up – Global Chemical Cost Curve Trends Gain Focus Amid Price Inflation, 2H Profit Outlooks Key Points: This research report comments on a few significant global petrochemical feedstock trends. We add to our views from early July that... by C-MACC Research | Jul 20, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Push Comes To Shove – Downstream Price Hikes Hold Focus As Upstream Supply Chain Constraints Linger Key Points: Raw material cost inflation is the hot topic today following a few sector 2Q reports, such as the results from coatings producer... 