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...
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 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,... by Research | Nov 16, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Hustle & Flow – Demand Remains Robust, Regional Indicators Suggest Still Mixed Product Availability Key Points: US chemical sector optimism remains high as several demand indicators come forth to curb some concerns with improving product...