by Research | Sep 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction One Right Now – Agriculture Stays In Favor; Negative 2H22 Profit Revisions Plague Chemical Sector Key Points: Compelling investment entry points in commodity and specialty chemicals could arise in 2H22, but not until profit views reset lower.... 
by Research | Jul 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Money, Money, Money – Energy May Be Unpopular, But Sure Is Profitable; Dilemma for LyondellBasell? Key Points: Global energy markets favor producers and low-cost downstream manufacturers, such as US refiners and chemicals, creating significant... 
by Research | May 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More Key Points: Global spot chemical profit margins are lower YTD due to higher energy costs, but the cost curve still favors U.S. production and exports.... 
by Research | Apr 27, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Optimism Has Created Plenty Of Wind Problems – It Could Spread The wind power industry is in significant trouble and the last couple of years have been plagued with negative revisions, despite a strong demand... 
by Research | Apr 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...