by Research | Sep 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Can’t You See – Chemicals To Face Harsh 4Q Setting, Agriculture Sector Trends To Remain Constructive Key Points: We follow our September 1 research, Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face... 
by Research | Sep 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Love For Sale – Europe Assets Move To Bargain Bin Amid Currency Depreciation, Weak Fundamentals Key Points: AkzoNobel provides a business update stressing fundamental headwinds in 3Q22 will likely persist in 4Q, and European currencies have... 
by Research | Sep 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook Key Points: We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors... 
by Research | Sep 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up Key Points: US (and global) commodity profitability sharply fell on a spot basis in 3Q22, and sector equities reacted. Stale sell-side consensus... 
by C-MACC Research | Sep 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Farm To Fame – Global Ammonia Market Tight, Blue & Green Growth Prospects Continue To Sprout Key Points: US ammonia prices and margins remain at the high end of the 30yr range, and we discuss why this market could stay tighter for longer...