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... 