by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including... 
by Research | Mar 31, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises Key Points: Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and... by Research | Mar 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk... by C-MACC Research | Nov 21, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 93 The New Stuff – Driven By Sustainability or High Prices? Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.Historically,... by Research | Nov 18, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus Key Points: Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the...