by Research | Feb 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent... 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... by Research | Nov 24, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust Key Points: Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We... by Research | Nov 23, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Give It To Me – Demand Remains Robust, US Product Availability Indicators Show Improvement Key Points: Demand indicators ranging from recent declines in freight rates to retailer updates suggest improving availability in many product chains.... 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,...