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Like A Wrecking Ball – Demand Uncertainty, Cost Inflation Keeps Many Needed Expansions On Hold

Like A Wrecking Ball – Demand Uncertainty, Cost Inflation Keeps Many Needed Expansions On Hold

by Research | Jun 2, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Like A Wrecking Ball – Demand Uncertainty, Cost Inflation Keeps Many Needed Expansions On Hold Key Points: US retail gasoline prices recently reached record highs, and profit margins for domestic crude oil refiners and ethanol producers are...
ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but...
Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

by Research | Apr 29, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals Key Points: US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US...
Energy Transition and Energy Security are Not Mutually Exclusive

Energy Transition and Energy Security are Not Mutually Exclusive

by Research | Mar 2, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Energy Transition and Energy Security are Not Mutually Exclusive Governments in the West are going to have to adapt policies around energy transition such that they also address energy security – Russia’s actions show...

Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit

by Research | Feb 25, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We...
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Most Recent Publications

  • Runaway – US Ethane Price Strength Reflects Strong Demand, Hurts Domestic Cracker Profits June 24, 2022
  • Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22 June 23, 2022
  • Frantic Across The Atlantic – Common Sense Takes a Back Seat June 22, 2022
  • The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues June 22, 2022
  • Global Chemical Update – Are You Gonna Go My Way June 21, 2022

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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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