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... 
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... 
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... 
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... 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...