by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by C-MACC Research | Nov 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Go Your Own Way – Chemical Market Indicators May Worsen In 4Q22, Agriculture Likely To Stay Strong Key Points: We think considerable fundamental risk surrounds most US chemical sub-sectors into year-end, limiting our optimism towards them... 
by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22... 
by Research | Sep 12, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Stone Rolling Key Points: Weakening chemical derivative demand is working against the ability to raise prices in some product chains to offset higher input costs YTD. We discuss global methanol and chlor-alkali markets. US... 
by Research | Mar 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot Key Points: Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail...