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Industry Resources: Free Downloads

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Industry Flow Chart and Conversion Diagram

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Industry Blogs: Current Topics & Trends

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Sustainability, Clean Energy, Recycling & ESG Blog

Featured Posts

Plastic Waste Challenges Revisited

Thu, 11 Mar 2021

We are back on plastic waste today, following the IHS World Petrochemical Conference post that collaboration is key to evolving the circular plastics economy, reminding us what the largest challenge is regarding creating a circular plastics economy. Our work on trying to find a waste solution for a specific source material that we have discussed in prior reports has shown us firsthand... ,

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New Bottlenecks in Recycling

Tue, 9 Mar 2021

Today we focus on recycling and the news that a significant recycler of PET (CarbonLite) has filed for Chapter 11 protection. This is another indication that there is not much money to be made in recycling and it is a little shocking given that the company was focused on PET, which has some of the better recycling rates in the country. The company blames...

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ESG Reporting and Analysis is Ready for an Overhaul

Wed, 10 Mar 2021

There is a lot of ESG and Climate news today, including many comments on recycling – we would encourage you to read the ESG and Climate report linked (Trash or Treasure…), which talked about recycling in detail...

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A US Carbon Tax – How Aligned Would the API be with Something That Worked

Mon, 08 Mar 2021

The API is suggesting that it would support a carbon tax in the US, but at the same time is suggesting that this would only be supported if it was the only mechanism that regulators used at a Federal level. While both Europe and California have carbon taxes, they have many other regulations and mechanisms to help lower emissions, such as credits for EV use and LCSF in California...

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The Swings and Roundabouts of Commodity Pricing

Thu, 11 Mar 2021

Today we had earnings reports from both Braskem and Lanxess. It is hard to fault either company for the tones and expectations lined out in today's report. This is an industry where forecasting is generally problematic as there are too many potential influences that are not only outside the control of the companies themselves, but also prone to surprise movements regularly...

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PVC: A Less Volatile But Longer Term Polymer

Tue, 9 Mar 2021

One of the striking conclusions from our Weekly yesterday (charts 41-43) was the steady upward march in PVC pricing in all regions – everywhere is at 5-year highs, the US, Europe, and Asia.   While it is very easy to be distracted by the spikes in polyethylene and polypropylene pricing, we believe that these price rises are far more impacted by the spike in consumer durable spending, production outages, and global supply dislocations than PVC...

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A Perfect Storm for Pricing and Profits

Wed, 10 Mar 2021

We are experiencing a perfect storm for chemical pricing. The supply chain dislocations are causing buyers right down the chain to think about both supply routes and how much inventory they should hold (we would expect a general working capital increase across manufacturing and possibly retailing over the next 6 months – price and volume-driven). The risk of...

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Higher Crude Prices: Raise Interest in LNG and Help US Chemicals

Fri, 05 Mar 2021

As we anticipated (and have covered at length in our ESG and Climate service), we see a renewed increase in adding more US LNG capacity as global markets tighten again and as more emerging economies see LNG as a cleaner and potentially cheaper path to broader electrification. There is also talk of changing contract structures to share the pains and gains of LNG price volatility. This would be good for...

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Industry Events: Conferences and More

Resources

Conferences

Learn from Industry Experts at Events Organized by C-MACC

Lanxess

Lanxess

Date – March 31st @ 10.00 ECT
We will be hosting an “update” conference call with Head of Treasury and IR, Oliver Stratman from Lanxess.

A Team Of Professionals

Graham Copley

Graham Copley

Founder

Graham has spent 40 years in and around the chemical sector and associated industries, and his depth of experience and breadth of industry and geographic experience qualifies him for a wide spectrum of consulting and other advisory roles.

Cooley May

Cooley May

Founder

Cooley most recently served as Managing Director and Sector Head of US Basic Materials and Industrials Equity Research at Macquarie while he also worked as a senior analyst directly covering the chemical and agriculture sectors.