by Research | May 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Top Gun – US Propylene’s Goose Not Cooked Yet Key Points: US propylene markets will likely remain tighter than Asia in 2H22. This development holds mixed benefits for derivative producers, though we view it as another market example of... 
by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging... 
by Research | Apr 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers Key Points: The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better... 
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 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Smokestack Lightning – PPI Surge Foretells Future CPI Strength; Demand Faces Shock Treatments Key Points: Producer price hikes have outpaced consumer prices YTD, which suggests higher consumer prices in 2Q22 and falling end-product...