by Research | Feb 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Lego House – US Building Product Supply Chains Hold Tight, Chemical Demand Indicators Robust Key Points: Chemical demand indicators, ranging from US building product market updates to farmer spending trends, broadly remain robust. We add to... by C-MACC Research | Feb 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 105 Chemical demand may exceed most 2022 expectations As companies report much stronger 4Q demand and a strong start to 2022, we question how much is real and how much is an inventory rethink. A strong “protective” inventory... by Research | Feb 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent... by Research | Feb 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hold The Line – Western Market Chemical Markets See Higher Costs, Regional Margins Pressured WoW Key Points: US petrochemical producers maintain a significant cost advantage relative to overseas peers on average, despite a recent cost uptick... by Research | Feb 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Lil Bit – Supply Chain Issues To Remain Far From Normal In 2022, A Plus For Western Commodities Key Points: Supply chain indicators reflect a bit of improvement YTD, but we do not expect a quick return to normal in 2022. The risk is high that...