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 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse Key Points: US commodity chemical equities have outperformed other chemical sub-sectors YTD, which was the case even before the Ukraine/Russia... 
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 14, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – I’ve Got You Under My Skin Key Points: Asia monomer prices increased on average WoW relative to the US and NW Europe. The US commodity chemical production cost advantage remains sizable, and market indicators support US... by Research | Dec 3, 2021 | Daily Chemical Reactions
Daily Chemical Reaction I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus Key Points: Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply...