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 21, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Power (and Constraints) of Power – Why Transition Matters The ultra-clean solutions for transport fuels, chemicals, plastics, other industrial processes, and indoor temperature control need vast quantities of... by Research | Dec 3, 2021 | Daily Chemical Reactions
Daily Chemical Reaction I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus Key Points: Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply... by Research | Dec 1, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Wuthering Heights – US Polymer Contract Prices Face Downward Pressure, Product Availability Rises Key Points: US contract polymer prices face downward pressure in 4Q21, with many seeing the second consecutive MoM drop in November. We discuss... by C-MACC Research | Nov 28, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 94 China: Does Economic Leverage Outweigh Heightened Risk? Foreign Direct Investment in China hit 2020 annual levels by October ‘21, up 18% YoY. Some of the investment is in Chemicals, despite surpluses and weak margins.While...