by C-MACC Research | Aug 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Different Risks, Different Rewards – Energy Sector Push To Chemicals Helped By Chemical Sector Woes Key Points: Chemical producers face stiff profit headwinds due to high costs and oversupply in 2H22 – an opportunistic setting for energy... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
by C-MACC Research | Aug 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Want It – Chemical Supply Concerns Deescalate, Global Demand Concerns Accelerate Key Points: Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22... 
by Research | Jul 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Money, Money, Money – Energy May Be Unpopular, But Sure Is Profitable; Dilemma for LyondellBasell? Key Points: Global energy markets favor producers and low-cost downstream manufacturers, such as US refiners and chemicals, creating significant... 
by Research | Jul 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When the Stars Go Blue – 2Q22 Sector Results to Vary By Region & Product, 2H22 Risks Continue To Mount Key Points: 2Q chemical sector results will vary by region and may not be as dire for some as many envision, as shown with the BASF...