by C-MACC Research | Mar 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Steep Global Cost Curve & China Demand Strength Will Limit US Ethylene Chain Profit Risk – If They Persist! Key Points: US and Asia polymer prices have risen YTD but for different reasons. A steep global chemical cost curve and rising... 
by C-MACC Research | Jan 8, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are... 
by C-MACC Research | Jan 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction From Station To Station – Do You Want One Part Of The Journey Or To Take Integration To The End Of The Line? Key Points: The Shell 4Q22 business update, similar to the one from ExxonMobil, shows much weaker chemical than profit upstream but... 
by Research | Apr 11, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Tangled Up In Blue Key Points: Global polymer prices increased WoW, while Ex-US feedstock costs moved lower in the opposite direction of US input costs. Market indicators suggest a likely global uptick in production in 2Q... 
by Research | Mar 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in...