by C-MACC Research | Jun 26, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 20 Stagnation – The Worst Scenario? The spread and re-emergence of COVID suggests that the “one (and done) wave” thesis was hopeful. We now likely must live with COVID and protect against it until a vaccine is effective, available and widely... by C-MACC Research | Jun 25, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Upstream Market & Forward Curve Views; Corporate Updates & Other Items Key Points: We frame recent shifts in upstream crude, natural gas and NGL values, and discuss the forward curves and why they may be (and likely are) wrong. We find... by C-MACC Research | Jun 24, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Ocean view – New Braskem, TX Polypropylene Facility Will Swing US to Net Exports; Solvay Update; Other Items Key Points: Braskem announces construction of its La Porte, TX polypropylene (PP) plant is complete – a significant supply addition in... by C-MACC Research | Jun 23, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring; Other Items of Note Key Points: We think industry restructuring and consolidation will be primary sector themes during the next few year – we provide a basis for our... by C-MACC Research | Jun 22, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 19 Aramco, Sasol and? – Structural Change In Basic Chemicals While expected, the completion of the SABIC acquisition by Aramco last week could drive meaningful and not necessarily helpful change for much of the chemical industry – given... 