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EU Energy Policy: Swapping A Bad Supplier For Something Worse?

EU Energy Policy: Swapping A Bad Supplier For Something Worse?

by Research | May 25, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) EU Energy Policy: Swapping A Bad Supplier For Something Worse? The West is already dangerously dependent on China for too many materials and components for energy transition – Europe’s proposals will make that worse.We...
Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary

Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary

by Research | May 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative...
Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

by Research | May 18, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging...
Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

by Research | May 11, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...
Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit

by Research | May 3, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Energy – US Natural Gas & Ethane Strength Helps Support Chemical Prices, Cuts US Producer Profit Key Points: US natural gas and ethane prices reflect strength relative to Brent Crude and Ex-US naphtha in 2Q22, a negative domestic feedstock...
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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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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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