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Optimism Has Created Plenty Of Wind Problems – It Could Spread

Optimism Has Created Plenty Of Wind Problems – It Could Spread

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...

Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier

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...

Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied

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...

Inflation (Especially Energy Costs) – Biggest 2022 Wildcard

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

Fade Away – US Integrated Polymer Margins Shrink In 4Q21, Further Erosion Likely In 1H22

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....
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Most Recent Publications

  • 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
  • I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q May 13, 2022

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