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... 
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... 
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.... 
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... 
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...