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Shiver*: The Texas Power Shortage Informs Future Power Strategy, But For Now Has Frozen Chemical Production

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...

Electric Avenue: Getting Wider Every Day, But Not Enough Alone to Grant Success To All Inputs

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...

Into The Great Wide Open: Voids Apparent Between Pricing, Energy Company Strategies, and Climate Preferences

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...

It’s All Over Now Baby Blue: Or Is It? Demand Remains Strong

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...

Duel*(s): Trade, Stimulus and Climate (including ESG)

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...

Enough: Chemical Production May Have Caught Demand

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...
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Most Recent Publications

  • Let’s Get Together: Aligning Climate and Business Economics February 24, 2021
  • The Waiting Game – Chemical Buyers Face Higher Input Costs, Long For Commodity Supply Return February 24, 2021
  • Born In The USA – USGC Production Issues Rattle Global Supply Chains, Chemical Prices Broadly Rise February 23, 2021
  • Global Chemical Update – Meet in The Middle February 22, 2021
  • Shiver*: The Texas Power Shortage Informs Future Power Strategy, But For Now Has Frozen Chemical Production February 21, 2021

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