by C-MACC Research | Oct 21, 2020 | Monthly Thematic Piece
C-MACC Perspectives 30 – Price Forecast Uncharted Waters – Planning When History Is No Guide Readers of our Daily work will be familiar with the unexpected boosts to chemical demand and profitability that have characterized 2020. COVID has upended conventional... by C-MACC Research | Oct 9, 2020 | Monthly Thematic Piece
C-MACC Perspectives 28 – Energy Transition/Plastic Waste A Global Industrial Revolution? Risks and Opportunities For Chemicals While investment in a carbon neutral world will be substantial, we have not seen a credible analysis that suggests it will be a... by C-MACC Research | Sep 21, 2020 | Monthly Thematic Piece
C-MACC Perspectives 28 – Price Forecast With A Twist Reshoring – Could It Create a Medium-Term Bubble Of Demand For Chemicals and Plastics? For our view of the expected industry dynamics for 2021 and 2022 to be wrong, demand would have to surprise to the upside –... by C-MACC Research | Sep 8, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 27 Climate Change Activism and ESG Investing – The Same But Different – Here To Stay and Gain Focus and Momentum ESG and/or Socially Responsible investing is driving investor and corporate behavior, but likely not as much today as it will in... by C-MACC Research | Aug 12, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 26 August Price Forecast Update We expect the US market for ethylene and derivatives to follow the same pattern as Asia, with a delayed peak and subsequent decline. The Asia strength pulled up the US market, but its subsequent slide has been... by C-MACC Research | Jul 30, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 25 Auto Industry Recovery – Important For Chemicals – Unclear Our analysis suggests that new auto sales will likely be volatile over the next 2-3 years but will be below the levels seen in 2019 consistently, and that only part of the 1H2020... 