by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by Research | Sep 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up Key Points: US (and global) commodity profitability sharply fell on a spot basis in 3Q22, and sector equities reacted. Stale sell-side consensus... 
by C-MACC Research | Sep 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Farm To Fame – Global Ammonia Market Tight, Blue & Green Growth Prospects Continue To Sprout Key Points: US ammonia prices and margins remain at the high end of the 30yr range, and we discuss why this market could stay tighter for longer... 
by C-MACC Research | Aug 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs Key Points: US polymer prices have declined from their YTD highs but most remain well above 2019 levels. Further 2H price declines are... 
by Research | Aug 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Streak – Consumer Prices Likely To Face Greater Public Critique Before Turning The Other Cheek Key Points: Western market consumer price inflation estimates for full-year 2022 have surged YTD to show notably more inflation than Asia – a...