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Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

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...
Recession? Possibly, But Not A Conventional One

Recession? Possibly, But Not A Conventional One

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...
Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases

Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases

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...

Dancing In The Dark – 2022 Specialty Profit Outlooks Too Positive, Growth Capex Becomes More Selective

by Research | Mar 3, 2022 | Daily Chemical Reactions

The New Stuff – Driven By Sustainability or High Prices?

by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,...
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Most Recent Publications

  • Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits June 24, 2022
  • Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22 June 23, 2022
  • Frantic Across The Atlantic – Common Sense Takes a Back Seat June 22, 2022
  • The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues June 22, 2022
  • Global Chemical Update – Are You Gonna Go My Way June 21, 2022

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