by C-MACC Research | Jun 22, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Rock The Boat – Global Supply Chain Issues Remain Elevated, Chemical Producer Strategic Shifts Emerge Key Points: Global supply chains remain imbalanced and support abnormally high chemical prices in the US relative to Asia. In our view, the... by C-MACC Research | Jun 21, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Chain, Chain, Chain Key Points: Some commodity chemical producers should use the recent surge in FCF to boost specialty portfolios. Westlake makes a compelling move on this front. Asia HDPE relative to US ethane reflects... by C-MACC Research | Jun 18, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Pour Some Sugar On Me – US Commodity Chemical Equities Fail To Keep Up Despite 1H21 Profit Surge Key Points: US commodity chemical equities have underperformed peer subsectors and the broader market since the start of 2019. This report... by C-MACC Research | Jun 17, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Hyperactive – Business Updates Positive, Price Hike Efforts Persist, Production Notices Mixed By Region Key Points: This research report discusses the risk of an overreaction among chemical producers to tight supply chains and mixed global... by C-MACC Research | Jun 16, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Hydrogen – The Endgame, But The DoE Ambition Could Hurt Unrealistic hydrogen cost targets concern us, as the benefit of spurring R&D investment may be more than offset by waiting for something unachievable.Hydrogen... 