by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher... 
by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but... 
by Research | May 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit Key Points: US natural gas and ethane prices reflect strength relative to Brent Crude and Ex-US naphtha in 2Q22, a negative domestic feedstock... 
by Research | Apr 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price... 
by Research | Mar 2, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Energy Transition and Energy Security are Not Mutually Exclusive Governments in the West are going to have to adapt policies around energy transition such that they also address energy security – Russia’s actions show...