by C-MACC Research | Sep 13, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Global Climate Change and ESG Voices To Get Even Louder, Recent Chemical Strength Peaking In Volume This week we published Perspectives research on ESG investing and climate change, which are connected but a little different, in that the... by C-MACC Research | Sep 6, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Global Petrochemical and Plastic Market Chemistry Bound With Weak Bonds – Structural Fragility Near Peak Levels Power and logistic outages caused by Laura have kept enough US ethylene and derivative capacity offline to cause some mild panic at... by C-MACC Research | Aug 30, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Demand Still Hard to Call – Improving Supply Assured Pockets of resurgence of COVID, as countries try to return to a new normal and as schools and colleges return, suggest that we are a long way from stability. As the Pandemic drags on, we... by C-MACC Research | Aug 23, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Infrastructure, Hygiene and Housing – A Strong Case for PVC This week we focus on things that are working rather that things that are not, and while we see a lot of short-term positioning in many product areas that are foggy in terms of the... by C-MACC Research | Aug 16, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Macro and Micro Signals Are Not Aligned For Chemicals Last week we talked about the quality of data – this week we will focus on inconsistency – the big picture data is not aligned with the smaller data points – especially in China, where the macro... by C-MACC Research | Aug 9, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap Never Mind The Quality (of the data), Feel The Width! It was a big week for data, both at the macro level and the company level – we highlighted 10 company reports just on Thursday! The devil is always in the details not the headlines – and... 