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... by Research | Nov 12, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Panic Attacks In Paradise – Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has...
