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... 
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... 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,... 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,...