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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

  • A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 May 26, 2022
  • EU Energy Policy: Swapping A Bad Supplier For Something Worse? May 25, 2022
  • Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over May 25, 2022
  • Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More May 24, 2022
  • Global Chemical Update – Levitating May 23, 2022

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