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Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs  

Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs  

by C-MACC Research | Aug 12, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs   Key Points: US polymer prices have declined from their YTD highs but most remain well above 2019 levels. Further 2H price declines are...

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

by Research | Mar 1, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk...

Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed

by Research | Feb 4, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed Key Points: Global energy and agricultural markets remain tight, which we think will likely spur an uptick in production. Global chemical markets...

Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated

by Research | Nov 3, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated Key Points: The global chemical industry should see supply improvement YoY in 2022. Several factors support stronger-for-longer Chlor-vinyl...

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  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

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