by Research | Sep 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not Key Points: Global polymers and many other commodity chemicals have mostly fallen back to pre-covid levels. However, producer margins remain... 
by Research | Sep 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Love For Sale – Europe Assets Move To Bargain Bin Amid Currency Depreciation, Weak Fundamentals Key Points: AkzoNobel provides a business update stressing fundamental headwinds in 3Q22 will likely persist in 4Q, and European currencies have... 
by Research | Aug 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction River Of Tears – Could European Shortages Be A Lifeline for US Producers As Costs Float Higher? Key Points: The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression... 
by C-MACC Research | Aug 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs Key Points: US polymer prices have declined from their YTD highs but most remain well above 2019 levels. Further 2H price declines are... 
by Research | Jul 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Kill A Word – Recession Or Not; Demand Indicators Suggest Mounting Headwinds Relative To Supply Key Points: The 2Q US GDP drop (the 2nd consecutive quarterly drop) may be spurring a debate over the definition of recession, but our 2H22 sector...