by Research | Sep 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Can’t You See – Chemicals To Face Harsh 4Q Setting, Agriculture Sector Trends To Remain Constructive Key Points: We follow our September 1 research, Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face... 
by Research | Sep 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Cruisin’ For A Bruisin’ – Auto Market Consumers Get Run Over, Suppliers Should Buckle Their Safety Belts Key Points: Consumer affordability indicators are braking amid rising borrowing costs and low confidence, positioning auto markets to hit a... 
by Research | Sep 26, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Spells Relief Key Points: US natural gas and USGC ethane feedstock values declined more than Ex-US naphtha and Brent crude and outpaced chemical prices lower WoW, reflecting benefits for domestic chemical... 
by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by Research | Sep 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Left and Right – Chemical Prices Follow Inputs Lower, US Propylene Markets To Remain Volatile Key Points: US refinery margins remain elevated and in favor of chemical production. We discuss its impact on propylene supply and why this market...