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... 
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,... 
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... 
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... 
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...