by Research | Sep 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Waiting On A Miracle – Chemical Producers Begin To Cut 3Q Profit Views, 4Q Estimates Also Need Attention Key Points: Chemical producers are increasingly cutting 3Q profit expectations but fail to give 4Q views despite Street estimates likely... 
by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain... 
by Research | Aug 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Electric Feel – Clean Energy Minerals Lost Charge In July, More Likely To Recharge In 2H Than Fizzle Out Key Points: Our clean energy mineral price index declined for the fourth consecutive month in July, after a period of considerable... 
by C-MACC Research | Jul 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Change Is Gonna Come – Commodity Chemical Availability Improvements Are Now Well Anticipated, And That’s An Issue Key Points: An issue to consider with our expectations for price weakness for polymer producers and fewer raw material... 
by C-MACC Research | Jun 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Free Fallin’ – 1H Chemical Profit Fell Due To Higher Costs, Holes Develop In Some 2H Price Parachutes Key Points: Spot ethylene cracker margins in the US and Asia both turned negative for parts of 2Q22, implying a reliance on derivative spreads...