by Research | Sep 15, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Biofuels are hitting the headlines – important but no panacea The future is bright for biofuels, but these fuels will not allow airlines to meet demand targets. The math around production does not work – inputs will... 
by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22... 
by Research | Aug 25, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Carbon Prices/Values Now High Enough To Drive A Lot of Action As carbon prices/costs rise globally, we anticipate a significant increase in investment to reduce emissions or capture them, especially in the US.The 45Q... 
by Research | Aug 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction High and Dry – Europe Producer Woes Mount; Ex-US Market Developments Selectively Favor US Exports Key Points: US chemical inventories remain elevated, but logistic and cost issues abroad favor exports, such as in PVC, which will help support US... 
by C-MACC Research | Aug 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Want It – Chemical Supply Concerns Deescalate, Global Demand Concerns Accelerate Key Points: Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22...