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...
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... by C-MACC Research | Nov 28, 2021 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 94 China: Does Economic Leverage Outweigh Heightened Risk? Foreign Direct Investment in China hit 2020 annual levels by October ‘21, up 18% YoY. Some of the investment is in Chemicals, despite surpluses and weak margins.While... by Research | Nov 24, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust Key Points: Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We... 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,...