by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
by Research | Sep 19, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Handle With Care Key Points: Global polymer margins on avg. reflect little change WoW, as gains in the US resulting from falling feedstock values were offset by weakness in NW Europe due to lower polymer prices. We continue... 
by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by C-MACC Research | Sep 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Farm To Fame – Global Ammonia Market Tight, Blue & Green Growth Prospects Continue To Sprout Key Points: US ammonia prices and margins remain at the high end of the 30yr range, and we discuss why this market could stay tighter for longer...