by Research | Apr 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price... 
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 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration, but prices are broadly... 
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high... by Research | Feb 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High Key Points: US natural gas and related petrochemical production reflects a significant cost advantage relative to Europe and Asia, amid...