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Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

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...
Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

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...
Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve

Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve

by Research | Apr 27, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve Key Points: The US trade deficit for goods reached a record level in March, as high prices lured products from abroad. We discuss a few factors...
Recession? Possibly, But Not A Conventional One

Recession? Possibly, But Not A Conventional One

by Research | Mar 13, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 109 Recession? Possibly, But Not A Conventional One As the Russia/Ukraine conflict continues, recession expectations are increasing – food and energy price inflation will negatively impact spending in other areas.Absent...
Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check

Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check

by Research | Mar 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check Key Points: US petrochemical production costs reflect sizable benefits relative to Asian and European peers amid the recent surge in...
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Most Recent Publications

  • A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 May 26, 2022
  • EU Energy Policy: Swapping A Bad Supplier For Something Worse? May 25, 2022
  • Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over May 25, 2022
  • Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More May 24, 2022
  • Global Chemical Update – Levitating May 23, 2022

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