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 | Apr 3, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including... 
by Research | Mar 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in... 
by Research | Mar 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead Key Points: Asia and European petrochemical production woes benefit US producers in 1Q22, and cost curve developments suggest the benefits are far... by Research | Mar 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk...