by C-MACC Research | Aug 1, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 77 The New Wall: European Border Tax Could Disrupt US Exports The European border tax could drive significant behavior shifts in the US – we discuss this issue and US reliance on Europe as an export market.While the border tax... by C-MACC Research | Jul 25, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 76 More Records Than The Olympics! Markets Not Convinced Exceptional strength in 2Q results for chemicals in the West becomes more evident as earnings season unfolds. We discuss drivers and early 2H21 trends.Out-of-whack... by C-MACC Research | Jul 18, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 75 Stocking Up: Inventory Build Bubble Should Stall But Not Fall Our discussions suggest the inventory build that supply chain disruptions have prompted will peak shortly, but it is unlikely to reverse quicklyInvestments to... by C-MACC Research | Jul 11, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 74 Carbon Dating: Looking For An Honest, Accurate Partner Profile We recently announced a multi-client analysis on carbon abatement and discuss why we view ourselves as more qualified than most to conduct the work. The... by C-MACC Research | Jul 4, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 73 Gas Gauge: Could The US Ethylene Cost Advantage Diminish? While far from evident today, an uneven pull on NGL demand versus crude could create feedstock cost inflation in the US and erode the cost advantage.Today higher... by C-MACC Research | Jun 27, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 72 Polymer Makers May Be Only Partially Responsible For Plastic Waste But It Is Their Problem & A Major Strategic Issue The polyolefins market, especially in the US, remains extraordinarily strong and is masking worrying...