by C-MACC Research | Feb 24, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Let’s Get Together: Aligning Climate and Business Economics “The math doesn’t work” is a regular retort when discussing many things related to ESG, energy transition, and climate – everything costs more. Governments and... by C-MACC Research | Feb 24, 2021 | Daily Chemical Reactions
Daily Chemical Reaction The Waiting Game – Chemical Buyers Face Higher Input Costs, Long For Commodity Supply Return Key Points: Commodity chemical values increase while US feedstock values fall due to storm-linked US production issues. Though US per-unit profit... by C-MACC Research | Feb 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Born In The USA – USGC Production Issues Rattle Global Supply Chains, Chemical Prices Broadly Rise Key Points: We discuss several 4Q20 reports and corporate outlooks that comment on an array of supply chain issues recently jolted further by US... by C-MACC Research | Feb 22, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Meet in The Middle Key Points: US commodity chemical values broadly reflect price premiums to avg. Asia values. We foresee polymer values meeting in the middle of the current range between these regions into late 1H21... by C-MACC Research | Feb 19, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Turn It On, Turn It Up, Turn Me Loose – Post Storm USGC Production Restarts Targeted, Global Supply Chains To Stay Far From Normal For Most Of 1H21 Key Points: We discuss the restart of USGC chemical production following shutdowns because of... 