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 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit Key Points: US natural gas and ethane prices reflect strength relative to Brent Crude and Ex-US naphtha in 2Q22, a negative domestic feedstock... by Research | Feb 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We... by Research | Feb 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Two Tribes, Again? – Ukraine Invasion Spurs Commodity Prices, Negative For Specialty Cost Relief Key Points: The Russia/Ukraine conflict is giving energy prices a boost, steepening the global chemical production cost curve in favor of US... 
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...