by C-MACC Research | Jan 31, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead Key Points: Multiple US petrochemical producers highlight that margins have bottomed with their 4Q business reports, but a sector supply response could... 
by C-MACC Research | Sep 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face Narcolepsy Key Points: The Enterprise Products PDH 2 unit on the USGC and a Borealis PDH unit in Belgium were at one point both expected to start up in... 
by C-MACC Research | Jun 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Free Fallin’ – 1H Chemical Profit Fell Due To Higher Costs, Holes Develop In Some 2H Price Parachutes Key Points: Spot ethylene cracker margins in the US and Asia both turned negative for parts of 2Q22, implying a reliance on derivative spreads... 
by Research | Jun 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues Key Points: US chemical production costs surged in 2Q22 relative to Ex-US levels. US polymer price weakness, amid more supply, and an... 
by Research | May 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...