by C-MACC Research | Nov 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Dreams – Europe Natural Gas Flop Promotes Profit Fantasies For Some Before Nightmares Likely Return Key Points: A crisis of confidence has developed in Europe, which will not be lessened by an abrupt shift in circumstance, as its... 
by Research | Nov 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Chain (Opportunity) – Have the Stars Aligned For Midstream To Move Downstream? We Think So! Key Points: An opportunistic setting has developed for energy players to deploy strong cashflows towards growth downstream in chemicals to improve... 
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...