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 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction There Will Be Blood – Gov’t Efforts To Spur Energy Production Lack Long-term Incentives Amid Sector Push Downstream Key Points: Government pressure on the traditional energy sector to boost production contradicts many of its long-term... 
by Research | Jun 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fast & The Furious – PPI Outpaces CPI Strength YTD; Profit Concerns Far From Hitting The Brakes Key Points: Producer prices have grown more than consumer prices YTD, suggesting end-product price hikes or margin contraction lie ahead of... 
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...