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 | Aug 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Much Of A Good Thing – Recycled Resin Prices Fell In July Relative To Virgin Values, Both Lower In August Key Points: The price of plastic resin & materials and recycled plastics declined in July, and the value slide worsened in August.... 
by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain... 
by Research | Aug 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals Key Points: The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input...