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Let’s Get Together: Aligning Climate and Business Economics

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...

The Waiting Game – Chemical Buyers Face Higher Input Costs, Long For Commodity Supply Return

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...

Born In The USA – USGC Production Issues Rattle Global Supply Chains, Chemical Prices Broadly Rise

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...

Global Chemical Update – Meet in The Middle

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...

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

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...
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Most Recent Publications

  • Let’s Get Together: Aligning Climate and Business Economics February 24, 2021
  • The Waiting Game – Chemical Buyers Face Higher Input Costs, Long For Commodity Supply Return February 24, 2021
  • Born In The USA – USGC Production Issues Rattle Global Supply Chains, Chemical Prices Broadly Rise February 23, 2021
  • Global Chemical Update – Meet in The Middle February 22, 2021
  • Shiver*: The Texas Power Shortage Informs Future Power Strategy, But For Now Has Frozen Chemical Production February 21, 2021

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