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Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More

Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More

by Research | May 24, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More Key Points: Global spot chemical profit margins are lower YTD due to higher energy costs, but the cost curve still favors U.S. production and exports....
Optimism Has Created Plenty Of Wind Problems – It Could Spread

Optimism Has Created Plenty Of Wind Problems – It Could Spread

by Research | Apr 27, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Optimism Has Created Plenty Of Wind Problems – It Could Spread The wind power industry is in significant trouble and the last couple of years have been plagued with negative revisions, despite a strong demand...
Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

by Research | Apr 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...
Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

by Research | Apr 5, 2022 | Daily Chemical Reactions

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

by Research | Nov 12, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has...

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Most Recent Publications

  • A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 May 26, 2022
  • EU Energy Policy: Swapping A Bad Supplier For Something Worse? May 25, 2022
  • Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over May 25, 2022
  • Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More May 24, 2022
  • Global Chemical Update – Levitating May 23, 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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