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I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus

by Research | Dec 3, 2021 | Daily Chemical Reactions

Daily Chemical Reaction I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus Key Points: Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply...

Wuthering Heights – US Polymer Contract Prices Face Downward Pressure, Product Availability Rises

by Research | Dec 1, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Wuthering Heights – US Polymer Contract Prices Face Downward Pressure, Product Availability Rises Key Points: US contract polymer prices face downward pressure in 4Q21, with many seeing the second consecutive MoM drop in November. We discuss...

China: Does Economic Leverage Outweigh Heightened Risk?

by C-MACC Research | Nov 28, 2021 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 94 China: Does Economic Leverage Outweigh Heightened Risk? Foreign Direct Investment in China hit 2020 annual levels by October ‘21, up 18% YoY. Some of the investment is in Chemicals, despite surpluses and weak margins.While...

The Locomotion – Global Chemical Supply Chains Far From Normal, Product Availability Improves

by Research | Nov 26, 2021 | Daily Chemical Reactions

Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust

by Research | Nov 24, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust Key Points: Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We...
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Most Recent Publications

  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022

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