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Happier New Year: US 2022 Upside Demand Surprise Scenario

by C-MACC Research | Dec 19, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 97 Happier New Year: US 2022 Upside Demand Surprise Scenario We see several potentially convergent factors driving upside to US demand growth for chemicals, polymers, and other materials – reshoring most importantOther...

Attitude Adjustment – Producer Strategic Shifts In Motion; LyondellBasell CEO Selection Discussed

by Research | Dec 14, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Attitude Adjustment – Producer Strategic Shifts In Motion; LyondellBasell CEO Selection Discussed Key Points: LyondellBasell equity has underperformed the S&P 500 Chemical Index despite a period of significant profitability in 2021. We...

Inaction, Caused By Inflation Fears, Is Driving More Inflation!

by Research | Dec 12, 2021 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 96 Inaction, Caused By Inflation Fears, Is Driving More Inflation! A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.Too many...

Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall

by Research | Dec 7, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall Key Points: US petrochemical prices face downward pressure as rising supply outpaces benefits from still strong demand and logistical issues. We...

Slippin’ – US Propylene Contract Prices Weaken Again MoM; Dow Cuts 4Q Sell-Side Profit Views

by Research | Dec 2, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Slippin’ – US Propylene Contract Prices Weaken Again MoM; Dow Cuts 4Q Sell-Side Profit Views Key Points: US polymer-grade propylene prices reflect a downward trend WoW amid rising availability and lower input costs. We discuss sector profit...
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Most Recent Publications

  • Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy May 18, 2022
  • Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest May 17, 2022
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 2022
  • I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q May 13, 2022

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Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

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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