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This Year’s Love – End Market Demand Strength Broad-based So Far, Production Indicators Mixed

by C-MACC Research | Apr 8, 2021 | Daily Chemical Reactions

Daily Chemical Reaction This Year’s Love – End Market Demand Strength Broad-based So Far, Production Indicators Mixed Key Points: This report highlights multiple indicators of end-market demand strength, ranging from autos to building materials & coatings....

Unwanted: Chemical Recycling – Necessary Now, Less So Later

by C-MACC Research | Apr 7, 2021 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Unwanted: Chemical Recycling – Necessary Now, Less So Later While advanced recycling is not advanced, it might look so versus landfills. We do not believe it is the long-term solution, but it is likely integral in any...

Reversion – Global Commodity Markets Show Some Initial Signs Of Rebalancing, A Long Road Ahead

by C-MACC Research | Apr 7, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Reversion – Global Commodity Markets Show Some Initial Signs Of Rebalancing, A Long Road Ahead Key Points: We follow our views from last week, noting strength in Europe commodity chemical markets and US premium values relative to Asia with a...

Strike It Up – US Butadiene Rises Relative To Asia; Phillips 66 Gives 1Q Update; ESG Efforts Advance

by C-MACC Research | Apr 6, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Strike It Up – US Butadiene Rises Relative To Asia; Phillips 66 Gives 1Q Update; ESG Efforts Advance Key Points: US Butadiene spot markets tightened since late 1Q amid production issues. This report highlights price trends relative to Asia and...

Global Chemical Update – Whole Lotta Love

by C-MACC Research | Apr 5, 2021 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – Whole Lotta Love Key Points: Global chemical supply chains continue to face significant obstacles, which favor commodity price support WoW. Though we expect a supply response in 2Q/3Q21, we do not expect a quick fix of this...
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Most Recent Publications

  • Temptation: The High Rewards (and Risks) of Greenwashing April 14, 2021
  • Sailing – Shipper Turnbuckles Tighten, Product Flows Spread, & Cow Credits For Not Passing Gas April 14, 2021
  • This Side Of A Dust Cloud – Global Supply Issues Remain Significant, Most Value Chains Disrupted April 13, 2021
  • Global Chemical Update – Boogie Wonderland April 12, 2021
  • Shut Up and Drive: Assuming You Can Find/Afford A Car April 11, 2021

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