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Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time 

Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time 

by Research | Jul 13, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time  Key Points: US consumers face persistent inflationary headwinds, and our industry indicators and analysis suggest a quick fix is...
Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?

Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?

by Research | May 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US...

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

by Research | Nov 4, 2021 | Daily Chemical Reactions

Daily Chemical Reaction High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied Key Points: Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a...

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Most Recent Publications

  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

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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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