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Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained

Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained

by Research | Apr 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price...

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

by Research | Nov 12, 2021 | Daily Chemical Reactions

Daily Chemical Reaction Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has...

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Most Recent Publications

  • Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary May 20, 2022
  • Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout May 19, 2022
  • Carbon Capture Costs Are The Hurdle For CCS Investments May 18, 2022
  • 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

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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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