by C-MACC Research | Mar 28, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 59 Ship to Wreck: And The Supply-Chain Challenges Continue! The Ever Given may have been refloated by the time this report is read, but it has thrown another supply chain wrench into the machine – it is a unique event, but so was the Texas Freeze... by C-MACC Research | Mar 21, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 58 Re-Make Re-Model: Recyclers Will Try and Will Find A Way A collaborative disconnect is driving behavior to dispose of waste plastic rather than re-use it. It is an inevitable outcome of companies trying to control what they can manage... by C-MACC Research | Mar 14, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 57 Big Spender: What To Do With 1H 2021 Windfall Profits Determining how much of the commodity market tightness is demand, versus supply chain and inventory issues, versus production constraints poses many challenges. However, it is not difficult... by C-MACC Research | Mar 7, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 56 Money, Money, Money: High US Prices Understate Margins This report discusses the recent improvement in US ethylene economics relative to the rest of the world and the conditions under which we might see additional US capacity mid-Decade.... by C-MACC Research | Feb 28, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MMACC Sunday Recap 55 I Can See Clearly Now: The (Misplaced) Optimism Of Success Given the lack of forward-looking information to the contrary, we see significant optimism in chemical company outlooks as 4Q 2020 earnings season comes to a close – near-term extreme... 