by Research | Apr 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds Key Points: Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to... 
by Research | Apr 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price... 
by Research | Mar 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond Key Points: Asia and NW Europe chemical production cutbacks continue to mount due to high feedstock costs, a plus on average for global chemical values.... by Research | Feb 9, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Government ESG/Energy Inaction Will Drive More Inflation The lack of ESG definitional oversight will cause investors and fund managers issues when it eventually emerges, but it is currently most risky for corporates.... by Research | Feb 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate Key Points: Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before...