by C-MACC Research | Oct 25, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap A Tricky Tomorrow – Sector Momentum Durability, Energy Transition Complexity & Political Uncertainty Are All Scary The World needs chemicals and polymers, and 3Q results broadly confirm this case and show a stronger recovery post-2Q COVID... by C-MACC Research | Oct 23, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Over The Hills But Not Far Away – Lean Supply Chains & Outages Mask Production Potential Key Points: US chemical production improved on a month-to-month basis in 3Q20 but levels remain lower YoY – we discuss the current production... by C-MACC Research | Oct 23, 2020 | Monthly Thematic Piece
C-MACC Perspectives 31 – ESG ESG: Is It About Outrunning Others Rather Than The Bear? This report looks at the measures being taken by companies to improve the E&S segments of their ESG standings, both and actual and cosmetic – and shows some interesting initial... by C-MACC Research | Oct 22, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Connecting The Dots With Different Plots – 3Q20 Chemical Sector Results & Broadening Data Sets Key Points: Chemical sector 3Q20 results broadly reflect QoQ demand growth, lean supply chains and higher per-unit margins – we... by C-MACC Research | Oct 21, 2020 | Monthly Thematic Piece
C-MACC Perspectives 30 – Price Forecast Uncharted Waters – Planning When History Is No Guide Readers of our Daily work will be familiar with the unexpected boosts to chemical demand and profitability that have characterized 2020. COVID has upended conventional... 