by C-MACC Research | Feb 20, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 106 M&A Drives Value, Offers Less Risk, But Will Cause Shortages Strategic M&A, as a low-risk alternative to major organic growth Capex options, is picking up, and activity is unlikely to dissipate in 2022 despite high... by Research | Feb 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Lego House – US Building Product Supply Chains Hold Tight, Chemical Demand Indicators Robust Key Points: Chemical demand indicators, ranging from US building product market updates to farmer spending trends, broadly remain robust. We add to... by Research | Dec 16, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Bring It On Home To Me – Domestic Industrial Production Strong, Reshoring Trends Supported Key Points: US industrial production remaining supportive of chemical demand next year was the conclusion of a recent C-MACC thematic report. We... by Research | Nov 12, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Panic Attacks In Paradise – Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge Key Points: Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has... by Research | Nov 3, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated Key Points: The global chemical industry should see supply improvement YoY in 2022. Several factors support stronger-for-longer Chlor-vinyl...