by Research | May 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over Key Points: US chemical producers face margin headwinds amid rising costs, declining product affordability, and mounting risks facing domestic price... 
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 | 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... 
by Research | Mar 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse Key Points: US commodity chemical equities have outperformed other chemical sub-sectors YTD, which was the case even before the Ukraine/Russia... 
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...