by C-MACC Research | Feb 24, 2021 | Daily Chemical Reactions
Daily Chemical Reaction The Waiting Game – Chemical Buyers Face Higher Input Costs, Long For Commodity Supply Return Key Points: Commodity chemical values increase while US feedstock values fall due to storm-linked US production issues. Though US per-unit profit... by C-MACC Research | Feb 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Born In The USA – USGC Production Issues Rattle Global Supply Chains, Chemical Prices Broadly Rise Key Points: We discuss several 4Q20 reports and corporate outlooks that comment on an array of supply chain issues recently jolted further by US... 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... by C-MACC Research | Feb 19, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Turn It On, Turn It Up, Turn Me Loose – Post Storm USGC Production Restarts Targeted, Global Supply Chains To Stay Far From Normal For Most Of 1H21 Key Points: We discuss the restart of USGC chemical production following shutdowns because of... by C-MACC Research | Feb 18, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Baby, It’s Cold Outside – USGC Production Issues Further Tighten Markets, Inflation Concerns Mount Key Points: USGC production issues this week resulting from the Winter storm add to a series of issues that began in 2Q20. This report comments... 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... 