by Research | Mar 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 109 Recession? Possibly, But Not A Conventional One As the Russia/Ukraine conflict continues, recession expectations are increasing – food and energy price inflation will negatively impact spending in other areas.Absent...
by Research | Mar 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases Key Points: Asia and NW European chemical production cutbacks are mounting as higher input costs cut profitability, favoring higher global chemical... 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...