by Research | Jun 22, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Frantic Across The Atlantic – Common Sense Takes a Back Seat Consensus energy transition and emission views appearing possible post COP26 are on shaky ground as politicians (especially in Europe) face bigger... 
by Research | Jun 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Danger Zone – Supply Chain & Input Price Turbulence Slows US Manufacturers, Demand On A Downward Flight Path Key Points: U.S. industrial production growth slowed in May due to a decline in manufacturer output, supporting our near-term... 
by Research | Jun 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction There Will Be Blood – Gov’t Efforts To Spur Energy Production Lack Long-term Incentives Amid Sector Push Downstream Key Points: Government pressure on the traditional energy sector to boost production contradicts many of its long-term... 
by Research | Jun 16, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Environmental “Affirmative Action” Could Cause More Problems 10 days in the UK resulted in many interesting conversations around, inflation, energy security/transition, jobs, lingering Brexit issues, Boris, Biden, and... 
by Research | Jun 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’ Key Points: Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned...