by C-MACC Research | Jun 12, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 122 Enemy Of The State – Inflation Broadly Cuts Profits, Blasts Budgets US manufacturers and consumers face persistent inflationary headwinds – our industry indicators and analysis from Washington suggest a quick fix is... 
by Research | Jun 7, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Up On The Roof – Clean Energy Mineral Prices Fall Again In May, Remain Considerably Higher YoY Key Points: Our clean energy mineral price index declined for the second consecutive month in May, after a period of considerable strength. We... 
by Research | Apr 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction “Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins Key Points: March-quarter business reports highlight considerable cost inflation and emerging signs of end-market demand moderation. Macro indicators... 
by Research | Apr 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a... 
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...