by C-MACC Research | Nov 28, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 94 China: Does Economic Leverage Outweigh Heightened Risk? Foreign Direct Investment in China hit 2020 annual levels by October ‘21, up 18% YoY. Some of the investment is in Chemicals, despite surpluses and weak margins.While... by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,... by C-MACC Research | Nov 14, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 92 Is Chemical Sector M&A Rising Because Its Approval Is Easier? Chemical sector M&A transactions are on the rise as corporates adjust portfolios to boost stakeholder appeal and equity values – we expect an active... by C-MACC Research | Nov 7, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 91 Waiting For The Big One – Is A Chemical Mega-Cycle Ahead? Limited capital spending to grow basic chemical capacity due to cost and long-term demand uncertainties could cause a mid-decade global profit... by C-MACC Research | Oct 31, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 90 Pumping Up The Pumpkins – Is Farm Inflation A Horror Story? Crop price strength in 2021 – due to demand and logistics – is well documented, but attention is increasingly shifting to farm costs, notably fertilizer.Urea and... by C-MACC Research | Oct 24, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 89 Olin – Underinvesting To Over-Earn Is Act I; We Question Act II The turnaround at Olin has been notable and is a function both of better markets and of a radically different corporate strategy – which is currently...