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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...
Danger Zone: Misplaced Optimism Possible In 2022 Guidance

Danger Zone: Misplaced Optimism Possible In 2022 Guidance

by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness....
Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly

Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly

by Research | Apr 12, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration, but prices are broadly...
Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond

Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond

by Research | Mar 22, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond Key Points: Asia and NW Europe chemical production cutbacks continue to mount due to high feedstock costs, a plus on average for global chemical values....

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...
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Most Recent Publications

  • Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary May 20, 2022
  • Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout May 19, 2022
  • 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

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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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