by C-MACC Research | Apr 11, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 61 Shut Up and Drive: Assuming You Can Find/Afford A Car This report discusses abnormally high US (& global) auto demand, elevating used car values to record highs, and the production constraints working to keep new car markets imbalanced. A... by C-MACC Research | Apr 4, 2021 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 60 The Politics of Dancing: This Time The US Needs To Be In Step Behind the shortness of product and peak pricing for many products in the US is a growing uncertainty concerning the future investment landscape. The Biden Infrastructure plan is too... 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.... 