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Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest

Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest

by Research | May 17, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest Key Points: US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports...
I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q

by Research | May 13, 2022 | Daily Chemical Reactions

Daily Chemical Reaction I Need A Dollar – US Chemical Product Export Headwinds Rise, Sector Challenges Mount In 2Q Key Points: The US Dollar has strengthened relative to major foreign currencies YTD, creating headwinds for US chemical product exporters. Rising...
Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

by Research | May 4, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen Key Points: Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market...
Optimism Has Created Plenty Of Wind Problems – It Could Spread

Optimism Has Created Plenty Of Wind Problems – It Could Spread

by Research | Apr 27, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) Optimism Has Created Plenty Of Wind Problems – It Could Spread The wind power industry is in significant trouble and the last couple of years have been plagued with negative revisions, despite a strong demand...
The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

by Research | Apr 22, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers Key Points: The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better...
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Most Recent Publications

  • A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 May 26, 2022
  • EU Energy Policy: Swapping A Bad Supplier For Something Worse? May 25, 2022
  • Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over May 25, 2022
  • Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More May 24, 2022
  • Global Chemical Update – Levitating May 23, 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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