by C-MACC Research | Jun 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits Key Points: USGC natural gas spot values have decreased sharply relative to USGC ethane values near the end of 2Q22, a quarter that reflects lower QoQ... 
by Research | Jun 22, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Frantic Across The Atlantic – Common Sense Takes a Back Seat Consensus energy transition and emission views appearing possible post COP26 are on shaky ground as politicians (especially in Europe) face bigger... 
by Research | Jun 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues Key Points: US chemical production costs surged in 2Q22 relative to Ex-US levels. US polymer price weakness, amid more supply, and an... 
by Research | Jun 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Danger Zone – Supply Chain & Input Price Turbulence Slows US Manufacturers, Demand On A Downward Flight Path Key Points: U.S. industrial production growth slowed in May due to a decline in manufacturer output, supporting our near-term... 
by Research | Jun 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction There Will Be Blood – Gov’t Efforts To Spur Energy Production Lack Long-term Incentives Amid Sector Push Downstream Key Points: Government pressure on the traditional energy sector to boost production contradicts many of its long-term...