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SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest

SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest

by Research | May 5, 2022 | Daily Chemical Reactions

Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply...
Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

by Research | May 3, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit Key Points: US natural gas and ethane prices reflect strength relative to Brent Crude and Ex-US naphtha in 2Q22, a negative domestic feedstock...
Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

by Research | Apr 29, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals Key Points: US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US...
M&A Drives Value, Offers Less Risk, But Will Cause Shortages

M&A Drives Value, Offers Less Risk, But Will Cause Shortages

by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...

Right Down The Line – Domestic Market Indicators Support Case For Industrial Production Reshoring

by Research | Feb 16, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Right Down The Line – Domestic Market Indicators Support Case For Industrial Production Reshoring Key Points: US industrial health indicators suggest domestic chemical demand could exceed most 2022 expectations, presenting a positive case for...
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Most Recent Publications

  • A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 May 26, 2022
  • EU Energy Policy: Swapping A Bad Supplier For Something Worse? May 25, 2022
  • Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over May 25, 2022
  • Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More May 24, 2022
  • Global Chemical Update – Levitating May 23, 2022

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Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments


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