by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain...
by Research | Aug 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals Key Points: The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input... by Research | Feb 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wild, Wild West – Western Commodity Premiums Stay Elevated, US Producers Reap Margin Benefits Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers in Asia. Though factors are likely to... by Research | Nov 4, 2021 | Daily Chemical Reactions
Daily Chemical Reaction High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied Key Points: Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a...