by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness.... 
by Research | Apr 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration, but prices are broadly... 
by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including... 
by Research | Apr 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now Key Points: US polymer prices remain significantly higher than levels seen at the start of 2020. A mixture of strong US manufacturing, despite... 
by Research | Mar 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Against The Wind – China Chemical Producers Face Oversupply, Margin Pressure; A Quick Fix Is Unlikely Key Points: During the next three years, petrochemical capacity additions expected to start up in China will exceed those in Western markets....