by Research | Feb 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We... by Research | Feb 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority Key Points: US commodity chemical profit hit record levels in 2021, but strategic M&A is taking priority among producers relative to... by C-MACC Research | Feb 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 105 Chemical demand may exceed most 2022 expectations As companies report much stronger 4Q demand and a strong start to 2022, we question how much is real and how much is an inventory rethink. A strong “protective” inventory... by Research | Feb 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support Key Points: The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health... by Research | Feb 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High Key Points: Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in...