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The Fast & The Furious – PPI Outpaces CPI Strength YTD; Profit Concerns Far From Hitting The Brakes

The Fast & The Furious – PPI Outpaces CPI Strength YTD; Profit Concerns Far From Hitting The Brakes

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...
Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets

Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets

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...
Does DC Understand Economics – Energy Proposals Suggest No

Does DC Understand Economics – Energy Proposals Suggest No

by Christopher Sheeron | Jun 8, 2022 | ESG, Recycling, & Climate, Weekly Thematic

C-MACC Weekly “CRETER” (Climate etc.) Does DC Understand Economics – Energy Proposals Suggest No Our (first ever) guest writer (Chris Sheeron) identifies and discusses some likely unworkable “band-aid” legislative initiatives emerging to combat energy...
Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

by Research | May 4, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market...

Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated

by Research | Nov 3, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated Key Points: The global chemical industry should see supply improvement YoY in 2022. Several factors support stronger-for-longer Chlor-vinyl...

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  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
  • Surprise Surprise! This Earnings Season Features Catching Knives January 29, 2023
  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023

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