by C-MACC Research | Dec 19, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 97 Happier New Year: US 2022 Upside Demand Surprise Scenario We see several potentially convergent factors driving upside to US demand growth for chemicals, polymers, and other materials – reshoring most importantOther... by C-MACC Research | Dec 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 96 Inaction, Caused By Inflation Fears, Is Driving More Inflation! A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.Too many... by C-MACC Research | Dec 5, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 95 Reshoring Should Remain Supportive of Chemicals in ’22 Current/recent strong ISM factory numbers in the US suggest production is being pulled back onshore, where capacity exists, especially given negative auto... 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...