by Research | Sep 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction US Consumers – Skip New Home Purchases, Take An International Vacation, Pray For Chemical Makers Key Points: The US Dollar relative to other major global currencies and the US 30yr mortgage rate reached more than a 10yr high this week –... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
by Research | Aug 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction River Of Tears – Could European Shortages Be A Lifeline for US Producers As Costs Float Higher? Key Points: The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression... 
by Research | Jul 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Country State Of Mind – European Cost Woes Favor US Producers In Many Sectors Key Points: Agriculture market indicators remain favorable while the cost curve for ammonia has steepened in favor of US producers, such as CF Industries,... 
by C-MACC Research | Jul 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Change Is Gonna Come – Commodity Chemical Availability Improvements Are Now Well Anticipated, And That’s An Issue Key Points: An issue to consider with our expectations for price weakness for polymer producers and fewer raw material...