by Research | Jun 22, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Frantic Across The Atlantic – Common Sense Takes a Back Seat Consensus energy transition and emission views appearing possible post COP26 are on shaky ground as politicians (especially in Europe) face bigger... 
by Research | May 26, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22 Key Points: US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting... 
by Research | Apr 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds Key Points: Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to... 
by Research | Apr 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a... 
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...