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The Need to Count Carbon – All Things Renewable Are Not Good

The Need to Count Carbon – All Things Renewable Are Not Good

by Research | Apr 20, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) The Need to Count Carbon – All Things Renewable Are Not Good The route to renewable fuels and materials is not as simple as using a plant-based input, and carbon sources and sinks matter. The need for audits will...
Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

by Research | Apr 19, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for...

The New Stuff – Driven By Sustainability or High Prices?

by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,...

Nightshift – Global Production Ramp Cuts Asia Profit, US Prices To Fall; Global New Growth Capex Limited

by Research | Nov 17, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Nightshift – Global Production Ramp Cuts Asia Profit, US Prices To Fall; Global New Growth Capex Limited Key Points: Asia petrochemical producers are facing profit pressure in 4Q. We discuss this development before meeting with Sinopec today,...

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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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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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