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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...
Moneytalks – Surging Gasoline & Food Prices To Negatively Impact Other Spending Categories

Moneytalks – Surging Gasoline & Food Prices To Negatively Impact Other Spending Categories

by Research | Mar 9, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Moneytalks – Surging Gasoline & Food Prices To Negatively Impact Other Spending Categories Key Points: Surging gasoline and food prices will dent US consumer budgets in 2022, resulting in downward pressure on other product categories....
M&A Drives Value, Offers Less Risk, But Will Cause Shortages

M&A Drives Value, Offers Less Risk, But Will Cause Shortages

by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high...

Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High

by Research | Feb 15, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High Key Points: US natural gas and related petrochemical production reflects a significant cost advantage relative to Europe and Asia, amid...

The New Stuff – Driven By Sustainability or High Prices?

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,...
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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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