by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher... 
by Research | Apr 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling Key Points: Overseas ethylene and derivative markets reflect strength relative to the US ethylene market YTD, but this does not suggest domestic... 
by Research | Apr 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are... 
by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including... 
by Research | Mar 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises Key Points: Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and...