by C-MACC Research | Mar 19, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 160 Taking Stock: How Inventories Could Impact Everything, Incl. Stocks This is not a real estate crisis (at least not yet) but the unknowns in the economy and the markets are significant, not least of which is what happens to... by C-MACC Research | Mar 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 159 Another spike in commodity prices in 2023/2024? CERA Recap Our meetings at-and-around CERAWeek covered many energy and associated industries and reflected one clear theme: all agree change is coming in energy. While... 
by C-MACC Research | Feb 19, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 156 A Non-Inflationary China Recovery Is Not Good News For Chemicals China has enough spare capacity/labor to support its economic growth without price rises, assuming crude oil inventory is such that it is not inflationary... 
by C-MACC Research | Feb 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 155 “Who’s Fine Is It Anyway”? Everyone Gets Sued; Nothing Gets Done We see significant fiduciary risk for institutional investors participating in legal action to push energy companies to speed the energy transition For oil... 
by C-MACC Research | Feb 6, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Closing Time? Key Points: The global polymer market dynamic suggests producers with both European and US production will shutter European assets in favor of US imports to the region – a positive for US polymer producers. US...