by Research | Jun 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22 Key Points: The profit headwinds that faced US petrochemical producers in 2Q were higher at the end of the quarter relative to its start. We advise... 
by Research | Apr 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling Key Points: Overseas ethylene and derivative markets reflect strength relative to the US ethylene market YTD, but this does not suggest domestic... 
by Research | Mar 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 109 Recession? Possibly, But Not A Conventional One As the Russia/Ukraine conflict continues, recession expectations are increasing – food and energy price inflation will negatively impact spending in other areas.Absent... 
by Research | Mar 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases Key Points: Asia and NW European chemical production cutbacks are mounting as higher input costs cut profitability, favoring higher global chemical... 
by Research | Mar 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Into The Mystic – Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check Key Points: US petrochemical production costs reflect sizable benefits relative to Asian and European peers amid the recent surge in...