by Research | May 5, 2022 | Daily Chemical Reactions
Daily Chemical Reaction SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest Key Points: Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply... 
by Research | May 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market... 
by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness.... 
by Research | Apr 13, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) IPCC Identified the Problem; Proposed Solutions Are Flawed The IPCC’s most recent report properly articulated the scale of climate change and the risks without more action – we view its proposed solutions as... 
by Research | Apr 6, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Power To The People – But Clean Energy, And Industry Wants It Too The inflation in power prices around the world highlights both the growth in power demand – partly because of EV adoption and investment shortfalls.Many...