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Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

by Research | Apr 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...
Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

by Research | Apr 5, 2022 | Daily Chemical Reactions

Time To Sweat The Small Stuff – Will All Ethylene Units Survive

Time To Sweat The Small Stuff – Will All Ethylene Units Survive

by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including...
Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise

Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise

by Research | Mar 30, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise Key Points: Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in...
Recession? Possibly, But Not A Conventional One

Recession? Possibly, But Not A Conventional One

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...
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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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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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