by C-MACC Research | Sep 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 83 All Paths Lead To Consolidation for Big Energy and Chemicals The market response to the Chevron Gevo announcement supports the view that viable options for major companies to counter ESG trends are limited. The deal... by C-MACC Research | Sep 5, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 82 US Cost Advantage: More Fragile Than Usual US ethylene production costs relative to Asia reflect more benefits from the YoY surge in higher co-product values than lower feedstock costs – this looks... by C-MACC Research | Aug 29, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 81 Time For A Change At LyondellBasell; Rising Profits Not Enough The departure of the LyondellBasell CEO marks the end of a disappointing 7 years for the company in terms of equity performance, and we discuss why.Strategic... by C-MACC Research | Aug 22, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 80 US Chemicals & Polymers – A New Age Or Just Another Peak? Certain aspects of the 2020/21 US Chemical and Polymer margin surge qualify for an “it’s different this time” perspective but only for a while. Change is... by C-MACC Research | Aug 15, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 79 Greenflation and Tradeflation: Higher Power and Polymer Prices In the West Likely to Linger The IPCC report, and how it might influence both thinking and behavior, will likely reach far beyond the focused climate change... by C-MACC Research | Aug 8, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 78 Nothing Super About This Cost – A Downside Surprise C-MACC meetings in Washington DC last week covered many areas of clean energy and plastics; we find action limited because of little regulatory clarity.The...