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Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot

Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot

by Research | Mar 16, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot Key Points: Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail...

Wild, Wild West – Western Commodity Premiums Stay Elevated, US Producers Reap Margin Benefits

by Research | Feb 23, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Wild, Wild West – Western Commodity Premiums Stay Elevated, US Producers Reap Margin Benefits Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers in Asia. Though factors are likely to...

Sweet Disposition – Global Commodity Markets Find Support, Long Term Business Outlooks Optimistic

by Research | Jan 28, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Sweet Disposition – Global Commodity Markets Find Support, Long Term Business Outlooks Optimistic Key Points: US commodity chemical industry profit concerns for 1H22 have lessened due to tighter spot market fundamentals and positive outlook...

Inflation (Especially Energy Costs) – Biggest 2022 Wildcard

by C-MACC Research | Jan 2, 2022 | Sunday Thematic & Weekly Recap

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

by Research | Nov 12, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has...
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Most Recent Publications

  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022

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Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments


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