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Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

by Research | May 11, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...
Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

by Research | Apr 28, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds Key Points: Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to...
Danger Zone: Misplaced Optimism Possible In 2022 Guidance

Danger Zone: Misplaced Optimism Possible In 2022 Guidance

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....
Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

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...
Will Russia’s Actions Send ESG and Energy Transition to Siberia?

Will Russia’s Actions Send ESG and Energy Transition to Siberia?

by Research | Feb 23, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Will Russia’s Actions Send ESG and Energy Transition to Siberia? As diesel belching tanks roll across Ukraine, publishing research on emission abatement feels odd, but the climate challenges will worsen from...
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Most Recent Publications

  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022

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Andrew Liveris

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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