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 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 | May 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply... 
by Research | Mar 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot Key Points: Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail... by Research | Feb 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support Key Points: The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health...