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The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

by Research | Jun 15, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’ Key Points: Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned...
Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets

Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets

by C-MACC Research | Jun 12, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 122 Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets US manufacturers and consumers face persistent inflationary headwinds – our industry indicators and analysis from Washington suggest a quick fix is...
The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22

The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22

by Research | Jun 10, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22 Key Points: Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably...
Stir Fry – Energy & Agriculture Markets Tight With Little Sign Of Relief, US Commodity Chemical Profit Headwinds Rise

Stir Fry – Energy & Agriculture Markets Tight With Little Sign Of Relief, US Commodity Chemical Profit Headwinds Rise

by Research | Jun 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Stir Fry – Energy & Agriculture Markets Tight With Little Sign Of Relief, US Commodity Chemical Profit Headwinds Rise Key Points: The global petrochemical production cost curve continues to flatten as USGC ethane values strengthen relative...
Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY

Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY

by Research | Jun 7, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY Key Points: Our clean energy mineral price index declined for the second consecutive month in May, after a period of considerable strength. We...
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Most Recent Publications

  • Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits June 24, 2022
  • Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22 June 23, 2022
  • Frantic Across The Atlantic – Common Sense Takes a Back Seat June 22, 2022
  • The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues June 22, 2022
  • Global Chemical Update – Are You Gonna Go My Way June 21, 2022

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