by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness.... 
by Research | Apr 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power Key Points: Domestic chemical production and logistic issues resulted in downward pressure on inventory positions to meet demand in 2H20/2021. We discuss... 
by Research | Mar 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring Key Points: US industrial health indicators support domestic chemical demand growth in 2022 and remain in favor of reshoring more manufacturing. We discuss... by Research | Dec 3, 2021 | Daily Chemical Reactions
Daily Chemical Reaction I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus Key Points: Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply... 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,...