by Research | May 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q Key Points: The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising...
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 | Feb 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate Key Points: Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before... by C-MACC Research | Dec 19, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 97 Happier New Year: US 2022 Upside Demand Surprise Scenario We see several potentially convergent factors driving upside to US demand growth for chemicals, polymers, and other materials – reshoring most importantOther...