by C-MACC Research | May 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Pest Of The West – US & Europe Inflation To Likely Outpace China Again In 2023 – Not Good For Chemicals Key Points: The 2021/2022 price inflation surge in the US and Europe did not occur in China – it appears well poised to... 
by C-MACC Research | May 10, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Sequestering Competitive Advantage – The Best of the IRA The most interesting part of the IRA from a US competitiveness perspective was likely already in place with 45Q – the IRA just raised the value enough to matter.... 
by C-MACC Research | May 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China Crisis: It Is the Economic Activity in China That Matters – Need More Working with Fire and Steel Key Points: China remains the biggest wildcard for 2023, with an OK year not likely to be good enough, especially for chemical makers. It is... 
by C-MACC Research | May 9, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Bosa Nova: Can The Middle East (and Wall Street) Slow Dance with The Brazilians? Key Points: A very complicated deal may be under way for control of Braskem, with ADNOC a less obvious buyer than its affiliates/partners – will synergies outside... 
by C-MACC Research | May 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Building Blocks: Shell Provides A Bad Public Data Point for New Project Developers Needing Cash Key Points: The production problems at the Shell Monaca site push this project even deeper into the red. If Shell cannot get it right the odds are...