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Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

by Research | Apr 19, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for...

Lithium – A “Special” Commodity For Now – Adding To Inflation

by Research | Jan 26, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Lithium – A “Special” Commodity For Now – Adding To Inflation Despite lithium price strength, the equities of those within this product chain on avg. have fallen but have outperformed the overall ESG sector in recent...

The New Stuff – Driven By Sustainability or High Prices?

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,...

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Most Recent Publications

  • 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
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022

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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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