by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by Research | Sep 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Left and Right – Chemical Prices Follow Inputs Lower, US Propylene Markets To Remain Volatile Key Points: US refinery margins remain elevated and in favor of chemical production. We discuss its impact on propylene supply and why this market... 
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 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost... 
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 –...