by C-MACC Research | Oct 13, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Dancing On The Ceiling – US spot PE Moonwalks Above Europe & Asia; Meeting Sinopec Tomorrow Key Points: US avg. high density polyethylene spot values currently reflect a premium to avg. levels in Asia and Europe (Ex. #3) –... by C-MACC Research | Oct 11, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Historic 2020 Distractions To Dissipate, ESG Issues To Escalate Supply chain imbalances and commodity price volatility have both been at historic levels as a result of unprecedented issues (COVID-19, Historic US Hurricane Season, etc.) in 2020... by C-MACC Research | Oct 9, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Runnin’ With The Devil – 3Q20 Results Set To Beat Low QoQ Views, Outlook Miscues At Record Levels Key Points: More sector 3Q preliminary results rolled in overnight showing strength QoQ relative to Street views and commodity chemical... by C-MACC Research | Oct 8, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Gimme Shelter – Laura Reincarnated As Delta, Global Chemical Consumer Helter Skelter Key Points: This report focuses on a few items supporting global commodity chemical prices near-term (Hurricane Delta adding to USGC... by C-MACC Research | Oct 7, 2020 | Daily Chemical Reactions
Daily Chemical Reaction “Born Under A Bad Sign” – US Hurricane Season Sets Record With Delta, Add To Supply Chain Blues Key Points: The path and strength of Hurricane Delta puts it in position add notable disruption to US chemical markets that are already in... by C-MACC Research | Oct 6, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Stayin’ Alive – Petrochemical Cost Curve Check-Up Reveals Precarious Underlying Global Dynamics Key Points: We discuss petrochemical cost curve developments in this report, as recent Brent Crude/US Natural gas price ratio shifts oppose... 