by Research | Apr 27, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Optimism Has Created Plenty Of Wind Problems – It Could Spread The wind power industry is in significant trouble and the last couple of years have been plagued with negative revisions, despite a strong demand... by Research | Mar 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier Key Points: US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for... by Research | Feb 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent... by Research | Dec 28, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Fade Away – US Integrated Polymer Margins Shrink In 4Q21, Further Erosion Likely In 1H22 Key Points: US spot polymer prices weakened in 4Q21 and will likely decline further in 1H22, but integrated producer profit should stay above 2019 levels....