by C-MACC Research | Nov 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Homegrown – New Home Starts Decline As Higher Interest Rates More Than Offset Falling Material Prices Key Points: We discuss consumer spending within the housing products market, as the uptick in mortgage rates has cut new home affordability,... 
by Research | Nov 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Slide – Virgin Plastic Product Availability To Likely Improve Relative To Recycled Resin Into 2023 Key Points: We expect virgin plastic production improvements will cause greater availability into 2023, while recycled resin markets could... 
by C-MACC Research | Nov 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Here Comes The Hotstepper – Shell Begins Production In Pennsylvania, Polyethylene Market Length To Grow Key Points: The US ethylene production cost advantage has increased in 4Q relative to Asia peers, with depressed co-product values in Asia... 
by C-MACC Research | Nov 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction November Air – Consumer Sentiment Falls, Energy Market Risk Suggests December Could Be Stinky Key Points: The drop in US consumer sentiment MoM in November is a notable concern for many chemical end markets, especially given the risk of a... 
by Research | Nov 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Meat Loaf – Costs Less and Lasts Longer In Plastic Packaging, For Crying Out Loud! Key Points: We show some commonsense data highlighting the benefits of plastic packaging relative to alternative products, while COP27 agitators miss the true... 
by C-MACC Research | Nov 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction OXY-Clean – Moving Quickly Towards Green, While Followers Of Its Core Products Get Increasingly Mean Key Points: We discuss Oxy strategic initiatives to put cashflows to work to expand its chemicals and clean-energy businesses and why it will...