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... 
by Research | Apr 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a... 
by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness.... 
by Research | Apr 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power Key Points: Domestic chemical production and logistic issues resulted in downward pressure on inventory positions to meet demand in 2H20/2021. We discuss... 
by Research | Apr 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...