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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...
Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check

Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check

by Research | Mar 8, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check Key Points: US petrochemical production costs reflect sizable benefits relative to Asian and European peers amid the recent surge in...

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

by Research | Mar 1, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022 Key Points: Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk...

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

by Research | Nov 4, 2021 | Daily Chemical Reactions

Daily Chemical Reaction High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied Key Points: Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a...

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Most Recent Publications

  • 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
  • Global Chemical Update – The Foundations Of Decay May 16, 2022
  • Global Indicators Lift Concerns, Rocky Times Far From Over May 15, 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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