by C-MACC Research | Sep 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 83 All Paths Lead To Consolidation for Big Energy and Chemicals The market response to the Chevron Gevo announcement supports the view that viable options for major companies to counter ESG trends are limited. The deal... by C-MACC Research | Sep 5, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 82 US Cost Advantage: More Fragile Than Usual US ethylene production costs relative to Asia reflect more benefits from the YoY surge in higher co-product values than lower feedstock costs – this looks... by C-MACC Research | Aug 29, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 81 Time For A Change At LyondellBasell; Rising Profits Not Enough The departure of the LyondellBasell CEO marks the end of a disappointing 7 years for the company in terms of equity performance, and we discuss why.Strategic... by C-MACC Research | Aug 22, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 80 US Chemicals & Polymers – A New Age Or Just Another Peak? Certain aspects of the 2020/21 US Chemical and Polymer margin surge qualify for an “it’s different this time” perspective but only for a while. Change is... by C-MACC Research | Aug 9, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – When It Don’t Come Easy Key Points: Recent movements in petrochemical feedstock costs suggest a flatter global petrochemical cost curve. This report highlights the weakness in Asia cracker co-product values and US premium...