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Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?

Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?

by Research | May 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US...
Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals

Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals

by Research | Apr 21, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a...
Danger Zone: Misplaced Optimism Possible In 2022 Guidance

Danger Zone: Misplaced Optimism Possible In 2022 Guidance

by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness....
Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

by Research | Apr 14, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power Key Points: Domestic chemical production and logistic issues resulted in downward pressure on inventory positions to meet demand in 2H20/2021. We discuss...
Love Lies – Higher Revenue Does Not Mean Higher Returns, ESG Return Uncertainty Limits Investment

Love Lies – Higher Revenue Does Not Mean Higher Returns, ESG Return Uncertainty Limits Investment

by Research | Mar 25, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Love Lies – Higher Revenue Does Not Mean Higher Returns, ESG Return Uncertainty Limits Investment Key Points: Global chemical feedstock prices are notably higher YTD, pushing prices (and sales) up for most sector participants. We discuss dollar...
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Most Recent Publications

  • Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary May 20, 2022
  • Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout May 19, 2022
  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022

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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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