by Research | May 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 Key Points: US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting... 
by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but... 
by Research | Apr 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds Key Points: Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to... 
by Research | Apr 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for... by Research | Jan 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Pushin P – Producer Updates Focus On Price Hikes, Asia Cracker Run Rate Cuts Another Inflation Driver Key Points: Chemical producer business updates highlight persistent efforts to push prices to recover higher costs. This report discusses...