by C-MACC Research | Nov 29, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
Sunday Recap 42 M&A Emerges From Partial Hibernation – Too Soon? Global chemical sector M&A activity has recently surged. Some remain special situations, but others are likely the result of discussions that started before the Pandemic, where both sides are... by C-MACC Research | Nov 22, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 41 How Fast Can The Brakes Come On? Production costs for base chemicals and polymers will unlikely drop dramatically over the next few months, but prices could. Integrated margins are high, and with global chemical production rising... by C-MACC Research | Nov 15, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 40 COVID Fix Likely Closer, But How Broken Will We Be Before It Arrives? Can Industry Shrug Off A Terrible Few Months? Unlike Europe, which is beginning to see signs that increased restrictions are slowing the rate of COVID19 growth,... by C-MACC Research | Nov 8, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap 39 Confusion Overload: Uncertainty High, Visibility Low Amid Mixed Indicators; CEO And Planner Nimbleness Is Paramount This week we focus on distraction and fundamental uncertainties that extended beyond the headline grabbers: the US... by C-MACC Research | Nov 1, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap A Time To Remember – Sector Updates Confirm Many Recent Trends & Dislocations, Events Next Week Could Add Volatility The economic and spending recovery that has characterized 3Q and October, has not been felt by all, especially outside... by C-MACC Research | Oct 25, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
C-MACC Sunday Recap A Tricky Tomorrow – Sector Momentum Durability, Energy Transition Complexity & Political Uncertainty Are All Scary The World needs chemicals and polymers, and 3Q results broadly confirm this case and show a stronger recovery post-2Q COVID... 