by Research | Apr 7, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Build Me Up Buttercup – US Chlor-Vinyl Markets Compelling, Enables Westlake Specialty Growth Key Points: We discuss our positive view of the US Chlor-Vinyl market, and why it fits well into our global commodity chemical mega-cycle outlook. We... 
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 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Moneytalks – Surging Gasoline & Food Prices To Negatively Impact Other Spending Categories Key Points: Surging gasoline and food prices will dent US consumer budgets in 2022, resulting in downward pressure on other product categories.... by Research | Mar 4, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier Key Points: US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for... by C-MACC Research | Jan 16, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 101 Be-Laboring The Point Of Worker Shortages The US faces short- and long-term labor challenges, an issue that is prevalent in other regions and globally ranks behind only COVID and inflation in CEO worries.Short-term worker...