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Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

by C-MACC Research | Jan 26, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins Key Points: The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a...
Stormy Weather – Global Business Updates Point To Cloudy Conditions, Even If There Are No Surprises

Stormy Weather – Global Business Updates Point To Cloudy Conditions, Even If There Are No Surprises

by C-MACC Research | Oct 28, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Stormy Weather – Global Business Updates Point To Cloudy Conditions, Even If There Are No Surprises Key Points: We foresee downward pressure on global average polymer prices persisting into year-end 2022, absent major supply chain, logistic,...
Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble

Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble

by Research | Sep 13, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22...
The Blues Man – Chemical Sector Profit Risks Mount, Demand Concerns Outweigh Supply Issues In 2H22

The Blues Man – Chemical Sector Profit Risks Mount, Demand Concerns Outweigh Supply Issues In 2H22

by Research | Jul 21, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Blues Man – Chemical Sector Profit Risks Mount, Demand Concerns Outweigh Supply Issues In 2H22 Key Points: Global chemical feedstock values reflect a declining US cost advantage relative to Ex-US producers, suggesting downward pressure on...
Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

by Research | Apr 29, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals Key Points: US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US...
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  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
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  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

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