by C-MACC Research | Jun 26, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 20 Stagnation – The Worst Scenario? The spread and re-emergence of COVID suggests that the “one (and done) wave” thesis was hopeful. We now likely must live with COVID and protect against it until a vaccine is effective, available and widely... by C-MACC Research | Jun 22, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 19 Aramco, Sasol and? – Structural Change In Basic Chemicals While expected, the completion of the SABIC acquisition by Aramco last week could drive meaningful and not necessarily helpful change for much of the chemical industry – given... by C-MACC Research | Jun 16, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 18 A US Chemicals Health Check – Unwell Before the Virus and Logistically Challenged The more we do to understand volume trends year to date in 2020 and predict possible rates of recovery, the more we note how poor domestic US chemical growth... by C-MACC Research | May 29, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 17 May Price Forecast Update We are surprised by the strength of ethylene in Asia, as well as some other Chemical prices, and question whether China is building inventory, or more likely simply has too much ethylene capacity off-line for... by C-MACC Research | May 20, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 16 – Stocks Revising Our Company Views – Relatively The revision story may not be fully played out for some chemical companies and performance has been uneven, suggesting that a few stocks are oversold while others likely have downside.... by C-MACC Research | May 18, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 15 What If We Have Seen Peak Oil Demand? Could our 2019 peak oil thesis – now also raised by BP CEO Bernard Looney – be correct. If so, there is no return to normal for commodity chemicals. We look back at the template that we created... 