by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
by C-MACC Research | Aug 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Soul To Squeeze – Global Feedstock Costs Rise WoW, Few Immune But Some Much Better Positioned Key Points: Global energy prices march higher WoW in absolute terms, while there is less upward momentum in global petrochemical prices,... 
by Research | Aug 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction High and Dry – Europe Producer Woes Mount; Ex-US Market Developments Selectively Favor US Exports Key Points: US chemical inventories remain elevated, but logistic and cost issues abroad favor exports, such as in PVC, which will help support US... 
by C-MACC Research | Aug 17, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) “Super Green” For Hydrogen – Not Quite Yet For The First Element Demand projections for hydrogen through 2030 look significant, but through 2050 appear very challenging to meet, presenting opportunities for...