by C-MACC Research | Jun 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits Key Points: USGC natural gas spot values have decreased sharply relative to USGC ethane values near the end of 2Q22, a quarter that reflects lower QoQ... 
by Research | Jun 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22 Key Points: The profit headwinds that faced US petrochemical producers in 2Q were higher at the end of the quarter relative to its start. We advise... 
by Research | Jun 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues Key Points: US chemical production costs surged in 2Q22 relative to Ex-US levels. US polymer price weakness, amid more supply, and an... 
by C-MACC Research | Jun 12, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 122 Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets US manufacturers and consumers face persistent inflationary headwinds – our industry indicators and analysis from Washington suggest a quick fix is... 
by Research | Jun 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22 Key Points: Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably...