by C-MACC Research | May 29, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 17 May Price Forecast Update We are surprised by the strength of ethylene in Asia, as well as some other Chemical prices, and question whether China is building inventory, or more likely simply has too much ethylene capacity off-line for... by C-MACC Research | May 20, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 16 – Stocks Revising Our Company Views – Relatively The revision story may not be fully played out for some chemical companies and performance has been uneven, suggesting that a few stocks are oversold while others likely have downside.... by C-MACC Research | May 18, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 15 What If We Have Seen Peak Oil Demand? Could our 2019 peak oil thesis – now also raised by BP CEO Bernard Looney – be correct. If so, there is no return to normal for commodity chemicals. We look back at the template that we created... by C-MACC Research | May 14, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 14 What Happens To The Spot Markets? A slow recovery for Chemicals will likely cause mismatches in production versus demand, creating price volatility and at times spot markets could reflect very incremental thinking, resulting in “acceptable”... by C-MACC Research | May 8, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 13 Air Travel and Its Implications For Chemicals Plastics and composites make up an increasing share of content in new aircraft and suppliers will see significant demand disappointments as airlines delay orders and Boeing and Airbus keep... by C-MACC Research | May 5, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 12 US Ethylene; Yikes! Some Surprising Losses Ahead When we published our ethylene price forecast last week, we indicated that we were concerned that the “low” scenario might play out near-term. It looks like we could be wrong – it could be... 