by Research | Sep 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction One Right Now – Agriculture Stays In Favor; Negative 2H22 Profit Revisions Plague Chemical Sector Key Points: Compelling investment entry points in commodity and specialty chemicals could arise in 2H22, but not until profit views reset lower.... 
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 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... 
by C-MACC Research | Aug 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Different Risks, Different Rewards – Energy Sector Push To Chemicals Helped By Chemical Sector Woes Key Points: Chemical producers face stiff profit headwinds due to high costs and oversupply in 2H22 – an opportunistic setting for energy...