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Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

by Research | May 18, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging...
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...
Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

by Research | Apr 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...

Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings

by Research | Dec 22, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings Key Points: Demand indicators support increased Western chemical production, but we find varied supply chain issues and input cost trends set to...
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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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Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

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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