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Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

by Research | May 11, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High Key Points: Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher...
ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans

by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece

C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but...
Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds

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...
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...
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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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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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