by C-MACC Research | Jul 27, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Patience – Corporate Outlooks Point To Lingering Supply Chain Issues; 2H21 To Stay Far From Normal Key Points: This report discusses pertinent takeaways from recent chemical sector business updates, ranging from cost inflation trends to... by C-MACC Research | Jul 26, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Wave On Wave Key Points: Our global commodity price sheets continue to display a compelling profit setting for Western chemical producers. This report comments on premium polymer values and the risk that high prices could... by C-MACC Research | Jul 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Cross Road Blues – Western Commodity Chemical Profit Surges, But The Equities Fail to Keep Pace Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has... by C-MACC Research | Jul 22, 2021 | Daily Chemical Reactions
Daily Chemical Reaction No Line On The Horizon – Optimistic Demand Views & Supply Chain Issues Stand Out With 2Q Reports Key Points: Commodity chemical producer 2Q result comments are broadly optimistic, while downstream/specialty producers flag cost inflation and... by C-MACC Research | Jul 21, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Cluster F***ed: The Dangerous Scale Component of CCS As carbon values rise, carbon sequestration plans also rise and a “cluster” trend is developing – good for those who can participate – quite bad for the rest.Teaming... 