by Research | Sep 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook Key Points: We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors... 
by Research | Sep 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Waiting On A Miracle – Chemical Producers Begin To Cut 3Q Profit Views, 4Q Estimates Also Need Attention Key Points: Chemical producers are increasingly cutting 3Q profit expectations but fail to give 4Q views despite Street estimates likely... 
by Research | Sep 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction US Consumers – Skip New Home Purchases, Take An International Vacation, Pray For Chemical Makers Key Points: The US Dollar relative to other major global currencies and the US 30yr mortgage rate reached more than a 10yr high this week –... 
by C-MACC Research | Jul 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed Key Points: U.S. polymer premiums relative to Asia are falling amid rising availability, and more pressure is likely ahead. Chemical sector... 
by C-MACC Research | Jul 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When The Levee Breaks – Domestic Polymer Price Premiums At Risk As 2H22 Availability Rises Key Points: North American polypropylene (PP) prices reflect considerable premiums to Asia and monomer levels that will likely shrink in 2H22. We expand...