by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22... 
by Research | May 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction 2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes Key Points: Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We... 
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 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... by Research | Feb 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hold The Line – Western Market Chemical Markets See Higher Costs, Regional Margins Pressured WoW Key Points: US petrochemical producers maintain a significant cost advantage relative to overseas peers on average, despite a recent cost uptick...