by Research | Aug 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Night-Night – High Inventory, Demand Concerns, & Logistic Issues Put More Sector Production To Bed Key Points: Global demand concerns, lingering logistic issues, and elevated inventory levels are spurring US chemical production cuts... 
by Research | Aug 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hell Of A View – US PVC Price Discounts Relative to Europe And Asia Have Risen, Limiting Downside Risk Key Points: US integrated polymer producers face falling prices and higher costs in 2H22. We discuss the collapse in US PVC prices (and... 
by C-MACC Research | Aug 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Soul To Squeeze – Global Feedstock Costs Rise WoW, Few Immune But Some Much Better Positioned Key Points: Global energy prices march higher WoW in absolute terms, while there is less upward momentum in global petrochemical prices,... 
by Research | May 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports... 
by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness....