by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
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 | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by Research | Sep 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up Key Points: US (and global) commodity profitability sharply fell on a spot basis in 3Q22, and sector equities reacted. Stale sell-side consensus... 
by C-MACC Research | Sep 6, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – September in the Rain Key Points: Global polymer prices declined again WoW, but global feedstock prices, on avg., fell more, halting further profit declines for integrated producers that, in some cases, are below 2018/19...