by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
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 | Mar 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 109 Recession? Possibly, But Not A Conventional One As the Russia/Ukraine conflict continues, recession expectations are increasing – food and energy price inflation will negatively impact spending in other areas.Absent... 
by Research | Mar 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases Key Points: Asia and NW European chemical production cutbacks are mounting as higher input costs cut profitability, favoring higher global chemical...