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2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes

2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes

by Research | May 12, 2022 | Daily Chemical Reactions

Daily Chemical Reaction 2step – PPI Outpaces CPI In April, Supporting Case For Further Chemical End-Market Price Hikes Key Points: Producer price hikes have outpaced consumer prices YTD, suggesting end-market price increases are still ahead in many product chains. We...
ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but...
Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals

by Research | Apr 29, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals Key Points: US commodity chemicals outperformed YTD, but we think a price/margin pullback among these producers is likely in 2H22. We argue that US...
The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

by Research | Apr 22, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers Key Points: The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better...
The Need to Count Carbon – All Things Renewable Are Not Good

The Need to Count Carbon – All Things Renewable Are Not Good

by Research | Apr 20, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) The Need to Count Carbon – All Things Renewable Are Not Good The route to renewable fuels and materials is not as simple as using a plant-based input, and carbon sources and sinks matter. The need for audits will...
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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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