by C-MACC Research | Sep 15, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Carbon: Trading, Offsets, and CCS as a Service – It’s All Coming! If CCS has enough momentum to become a large part of the path to net-zero, there will inevitably be a role for those offering end-to-end... by C-MACC Research | Sep 15, 2021 | Daily Chemical Reactions
Daily Chemical Reaction The Weary Kind – Record Profits Has Not Translated Into Record US Commodity Chemical Equity Values Key Points: US commodity chemical sector profits remain near multi-year highs after rising significantly in some product chains since the start... by C-MACC Research | Sep 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Mess Around – Production Issues, Higher Input Costs, & Logistical Constraints Support US Prices, For Now Key Points: We discuss several support factors moving in favor of commodity chemical price support and generally frame the recent US... by C-MACC Research | Sep 13, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Take Me Away Key Points: US commodity chemical price premiums remain pronounced relative to Asia across most polymer markets, and we argue that USGC Tropical Storm Nicholas and lingering global logistical issues suggest... by C-MACC Research | Sep 10, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Last Cigarette – US Polyethylene Price Premiums At Risk Of Burn Out; Carbon Cutting Tech In Focus Key Points: US polyethylene (PE) values have surged relative to Asia in 2021. We flag an array of factors to consider in late 2021 that put US...