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 16, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Sparks Fly – Commodity Chemical Producer Capital Deployments In Focus Amid Positive Profit Trends Key Points: US commodity chemical industry health remains high. This report flags the positive methanol market setting and likely considerations... by C-MACC Research | Jul 15, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Country State Of Mind – Chemical Product Flows Under Review, Western Price Premiums Targeted Key Points: Basic chemicals show increased movement toward their most profitable end-use products or storage with this in mind. While a logical... by C-MACC Research | Jul 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Thunder – Commodity Market Rumblings Pick Up, Indicators Suggest 4Q Holds The Most 2H21 Risk Key Points: Despite rising evidence of improved production, an abrupt loosening of US markets appears unlikely to occur at a sector level in 3Q21. We... by C-MACC Research | Jul 13, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Jamming – Western Chemical Markets Face Cost Curve & Mounting Asia Concerns In 2H21 Key Points: Western commodity chemical markets remain tight in early 2H21 relative to Asia. The potential timeline for the regional differences to normalize... 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... 