by C-MACC Research | Dec 19, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 97 Happier New Year: US 2022 Upside Demand Surprise Scenario We see several potentially convergent factors driving upside to US demand growth for chemicals, polymers, and other materials – reshoring most importantOther... by Research | Dec 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Attitude Adjustment – Producer Strategic Shifts In Motion; LyondellBasell CEO Selection Discussed Key Points: LyondellBasell equity has underperformed the S&P 500 Chemical Index despite a period of significant profitability in 2021. We... by Research | Dec 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 96 Inaction, Caused By Inflation Fears, Is Driving More Inflation! A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.Too many... by Research | Dec 7, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall Key Points: US petrochemical prices face downward pressure as rising supply outpaces benefits from still strong demand and logistical issues. We... by Research | Dec 2, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Slippin’ – US Propylene Contract Prices Weaken Again MoM; Dow Cuts 4Q Sell-Side Profit Views Key Points: US polymer-grade propylene prices reflect a downward trend WoW amid rising availability and lower input costs. We discuss sector profit...