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 | Feb 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Upstream Vibes – Commodity Chemical Cost Inflation To Likely Lessen in 2H22, US Cost Advantage Sturdy Key Points: Specialty chemical producers expect cost inflation to moderate in 2H22. We foresee a profit drop for US commodity producers during... by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,... by Research | Nov 17, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Nightshift – Global Production Ramp Cuts Asia Profit, US Prices To Fall; Global New Growth Capex Limited Key Points: Asia petrochemical producers are facing profit pressure in 4Q. We discuss this development before meeting with Sinopec today,...