by C-MACC Research | Feb 21, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 54 Shiver*: The Texas Power Shortage Informs Future Power Strategy, But For Now Has Frozen Chemical Production The power chaos in Texas last week throws cold water on some of the proposals to get US power to net-zero quickly and without significant... by C-MACC Research | Feb 14, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 53 Electric Avenue: Getting Wider Every Day, But Not Enough Alone to Grant Success To All Inputs The thirst for EVs is growing – in part because of incentives and in part because of a wave of new vehicle availability, which will only accelerate... by C-MACC Research | Feb 7, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 52 Into The Great Wide Open: Voids Apparent Between Pricing, Energy Company Strategies, and Climate Preferences This report highlights the dramatic difference between US and Asia prices for several commodity chemicals/polymers, questioning whether... by C-MACC Research | Jan 31, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 51 It’s All Over Now Baby Blue: Or Is It? Demand Remains Strong Chemical sector earnings data and narratives show a strong 4Q 2020 and so far call for significant hope strength and improvement in 2021. With Asia as the historic leading price... by C-MACC Research | Jan 24, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 50 Duel*(s): Trade, Stimulus and Climate (including ESG) With the change of administration behind us, the focus changes to what happens next. Three of the topics that matter to the chemical industry are in the headline: all will see change and all... by C-MACC Research | Jan 17, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 49 Enough: Chemical Production May Have Caught Demand While some of the air is coming out of the pricing bubble, especially in Asia, it is hard not to be fascinated by the exceptional chemical and polymer demand rates, which continue, and are... 