C-MACC
  • Home
  • About
    • About Us
    • Job Openings
  • Research
    • All Categories
    • The Weekly Catalyst
    • Daily Chemical Reactions
    • Sunday Thematic & Weekly Recap
    • ESG, Recycling, & Climate
    • Weekly Thematic
  • ESG & Climate
    • ESG Services
    • Carbon Abatement
  • Advisory Services
  • Resources
    • Blogs and Downloads
    • Views That Matter Blog
    • Conferences
  • Login
Select Page

Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit

by Research | Feb 25, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We...

Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority

by Research | Feb 18, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority Key Points: US commodity chemical profit hit record levels in 2021, but strategic M&A is taking priority among producers relative to...

Chemical demand may exceed most 2022 expectations

by C-MACC Research | Feb 13, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 105 Chemical demand may exceed most 2022 expectations As companies report much stronger 4Q demand and a strong start to 2022, we question how much is real and how much is an inventory rethink. A strong “protective” inventory...

No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support

by Research | Feb 11, 2022 | Daily Chemical Reactions

Daily Chemical Reaction No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support Key Points: The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health...

Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High

by Research | Feb 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High Key Points: Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in...
« Older Entries

Request A Free Trial

Search through any of our publications

Reports By Category

  • Daily Chemical Reactions (677)
  • ESG, Recycling, & Climate (113)
  • Free Access (11)
  • Remote Conference (8)
  • Sunday Thematic & Weekly Recap (138)
  • The Weekly Catalyst (156)
  • Views That Matter Blog (1)
  • Weekly Thematic (171)

Most Recent Publications

  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
  • Surprise Surprise! This Earnings Season Features Catching Knives January 29, 2023
  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023

Contact us about a subscription!

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

+1 203 247 1291
@CMACCChemicals
C-MACC