by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts... 
by Research | Sep 2, 2022 | Daily Chemical Reactions
Daily Chemical Reaction US Consumers – Skip New Home Purchases, Take An International Vacation, Pray For Chemical Makers Key Points: The US Dollar relative to other major global currencies and the US 30yr mortgage rate reached more than a 10yr high this week –... 
by C-MACC Research | Aug 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Different Risks, Different Rewards – Energy Sector Push To Chemicals Helped By Chemical Sector Woes Key Points: Chemical producers face stiff profit headwinds due to high costs and oversupply in 2H22 – an opportunistic setting for energy... 
by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging...