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Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest

Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest

by Research | May 17, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports...
Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

by Research | May 4, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market...
Time To Sweat The Small Stuff – Will All Ethylene Units Survive

Time To Sweat The Small Stuff – Will All Ethylene Units Survive

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...
Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now

Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now

by Research | Apr 1, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now Key Points: US polymer prices remain significantly higher than levels seen at the start of 2020. A mixture of strong US manufacturing, despite...
Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise

Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise

by Research | Mar 30, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in...
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Most Recent Publications

  • Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary May 20, 2022
  • Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout May 19, 2022
  • 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

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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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