by C-MACC Research | Sep 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support Key Points: Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further... 
by C-MACC Research | Sep 26, 2023 | Hydrogen Economy Update
C-MACC Hydrogen Weekly Update 13 IEA Projections Fail To Recognize The Near-Term Hurdles Weekly Theme: Not Enough Scale To Lower Costs News Update Projects Update Ammonia/Methanol Update Power Update Next Week: E-Fuels – Too Soon? Key Points Given our coverage of... 
by C-MACC Research | Sep 25, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Commodity Strength, Higher Specialty Costs Key Points: Global commodity chemical prices reflected strength WoW, a positive for North American producer profit relative to Asia and Europe. Non-integrated specialty producers... 
by C-MACC Research | Sep 24, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 187 Unevenness Of Basic Chemical “Costs”: Challenging Rationalization Our pre-COVID study showing long-term chemical profitability headwinds was early, but now materializing – the market is in trouble, and a fix looks... 
by C-MACC Research | Sep 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Turning Points – Agricultural Chemicals To Face Fewer 4Q & 1H24 Challenges Than Commodity & Specialty Chemicals Key Points: Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P...