by C-MACC Research | Dec 30, 2021 | Sunday Thematic & Weekly Recap
Daily Chemical Reaction You Got What I Need – US Trade Deficit Hits A Record In November, More Reshoring Needed Key Points: The US trade deficit for goods hit a record level in November amid strong consumer demand. We find the case for reshoring US production... 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... by Research | Dec 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 96 Inaction, Caused By Inflation Fears, Is Driving More Inflation! A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.Too many... by Research | Dec 7, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall Key Points: US petrochemical prices face downward pressure as rising supply outpaces benefits from still strong demand and logistical issues. We...