by Research | Mar 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot Key Points: Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail...
by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...
by Research | Feb 16, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) New Energy Transition Valuations Hindered By Inflation Fears A significant observation from 4Q business updates is the variation in results and expectations that, in many cases, have changed notably relative to six... by Research | Feb 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High Key Points: US natural gas and related petrochemical production reflects a significant cost advantage relative to Europe and Asia, amid... 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,...