by Research | Mar 24, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk, Don’t Run – Low Visibility Keeps Sector Growth Capex Constrained, ESG Efforts Mount Key Points: US petrochemical producers continue to benefit from cost-advantaged feedstock and global product price support. Consumer demand, policy, and... 
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high... by Research | Feb 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority Key Points: US commodity chemical profit hit record levels in 2021, but strategic M&A is taking priority among producers relative to... by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,... by Research | Nov 18, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus Key Points: Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the...