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I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

by Research | May 13, 2022 | Daily Chemical Reactions

Daily Chemical Reaction I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q Key Points: The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising...
“Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins

“Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins

by Research | Apr 26, 2022 | Daily Chemical Reactions

Daily Chemical Reaction “Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins Key Points: March-quarter business reports highlight considerable cost inflation and emerging signs of end-market demand moderation. Macro indicators...
Danger Zone: Misplaced Optimism Possible In 2022 Guidance

Danger Zone: Misplaced Optimism Possible In 2022 Guidance

by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness....
Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

by Research | Apr 14, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power Key Points: Domestic chemical production and logistic issues resulted in downward pressure on inventory positions to meet demand in 2H20/2021. We discuss...
Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling

Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling

by Research | Apr 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling Key Points: Overseas ethylene and derivative markets reflect strength relative to the US ethylene market YTD, but this does not suggest domestic...
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Most Recent Publications

  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022

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Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments


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