by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain... 
by Research | Aug 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals Key Points: The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input... 
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... 
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... 
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....