by C-MACC Research | Jul 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed Key Points: U.S. polymer premiums relative to Asia are falling amid rising availability, and more pressure is likely ahead. Chemical sector... 
by Research | Jun 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Skyline – US Cost Advantages Support Long-Term Sector Optimism, Near-Term Profit Trends Worsen Key Points: US chemical production costs on average remain advantaged relative to Ex-US peers. We discuss potential projects in Orange County, TX,... 
by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging... 
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 | May 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market...