by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
by Research | May 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Gasoline – Consumer Budget Shifts Are A Growing Risk Facing Chemical Sector Efforts To Raise Prices Key Points: Chemical price hike initiatives to recapture margin amid cost inflation and material shortages are in motion while consumer demand... 
by Research | Apr 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve Key Points: The US trade deficit for goods reached a record level in March, as high prices lured products from abroad. We discuss a few factors... 
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...