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The New Stuff – Driven By Sustainability or High Prices?

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,...

Nightshift – Global Production Ramp Cuts Asia Profit, US Prices To Fall; Global New Growth Capex Limited

by Research | Nov 17, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Nightshift – Global Production Ramp Cuts Asia Profit, US Prices To Fall; Global New Growth Capex Limited Key Points: Asia petrochemical producers are facing profit pressure in 4Q. We discuss this development before meeting with Sinopec today,...

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  • Frantic Across The Atlantic – Common Sense Takes a Back Seat June 22, 2022
  • The Walls Are Way Too Thin – 2H22 Chemical Sector Profit Faces A Mix of Structure & Foundation Issues June 22, 2022
  • Global Chemical Update – Are You Gonna Go My Way June 21, 2022

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