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Duel*(s): Trade, Stimulus and Climate (including ESG)

by C-MACC Research | Jan 24, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions

C-MACC Sunday Recap 50 Duel*(s): Trade, Stimulus and Climate (including ESG) With the change of administration behind us, the focus changes to what happens next.  Three of the topics that matter to the chemical industry are in the headline: all will see change and all...

Enough: Chemical Production May Have Caught Demand

by C-MACC Research | Jan 17, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions

C-MACC Sunday Recap 49 Enough: Chemical Production May Have Caught Demand While some of the air is coming out of the pricing bubble, especially in Asia, it is hard not to be fascinated by the exceptional chemical and polymer demand rates, which continue, and are...

The Runaway Train: Price Momentum – Short Term Noise or Here to Stay For a While?

by C-MACC Research | Jan 10, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions

C-MACC Sunday Recap 48 The Runaway Train: Price Momentum – Short Term Noise or Here to Stay For a While?   Last week, we highlighted examples of continued strength in many global chemical markets – ethylene, propylene, methanol and the acetyls chain and polymers...

If You Don’t Know Me By Now: The Unknowns of 2021

by C-MACC Research | Jan 3, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions

C-MACC Sunday Recap 47 If You Don’t Know Me By Now: The Unknowns of 2021 This report discusses the continued momentum in the chemical space heading into what is likely to be an unpredictable 2021. It highlights some of the unknowable factors today, which may or may...

Singing For Our Supper: A Focus On Propane, PVC and Songs!

by C-MACC Research | Dec 27, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions

C-MACC Sunday Recap 46 Singing For Our Supper: A Focus On Propane, PVC and Songs! Despite the US chemical industry in aggregate still operating at lower rates than in 2019, we enter the last week of 2020 with some pockets of exceptional price strength. We view...
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Recent Publications

  • Planet Claire – Where The Idealists and Extremists Live January 27, 2021
  • Ticket To Ride – Capex Targeting US Vinyls Gains Steam, Positive Sector Demand Views Advance January 27, 2021
  • Cake By The Ocean – Asia Container Shipping Rates To US Surge, Sector 4Q Results Tasty (As Expected) January 26, 2021
  • Global Chemical Update – Thunderstruck January 25, 2021
  • Duel*(s): Trade, Stimulus and Climate (including ESG) January 24, 2021
  • Sample In A Jar – Commodity Chemical Trends Vary By Region, Global ESG Initiatives Mount January 22, 2021
  • Love You Madly – Appreciation of USGC Chemical Production Grows, Supply Chains Far From Normal January 21, 2021
  • Madness – or Math or Vision – Green Equity Valuations January 20, 2021
  • Schuhplattler! – BASF Preliminary 4Q Results Beat Street View, Global Chemical Sector Optimism High January 20, 2021
  • Blinded By The Light – US HDPE Premium Rises Relative To Asia; Several ESG Items Take Flight January 19, 2021
  • Global Chemical Update – Bright Side Of The Road January 18, 2021
  • Enough: Chemical Production May Have Caught Demand January 17, 2021

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