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Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

by Research | May 18, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging...
Gasoline – Consumer Budget Shifts Are A Growing Risk Facing Chemical Sector Efforts To Raise Prices

Gasoline – Consumer Budget Shifts Are A Growing Risk Facing Chemical Sector Efforts To Raise Prices

by Research | May 10, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Gasoline – Consumer Budget Shifts Are A Growing Risk Facing Chemical Sector Efforts To Raise Prices Key Points: Chemical price hike initiatives to recapture margin amid cost inflation and material shortages are in motion while consumer demand...
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...
Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

by Research | Apr 6, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...
Time To Sweat The Small Stuff – Will All Ethylene Units Survive

Time To Sweat The Small Stuff – Will All Ethylene Units Survive

by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including...
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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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