by C-MACC Research | Nov 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China Key Points: Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to... 
by C-MACC Research | Nov 28, 2023 | Hydrogen Economy Update
C-MACC Hydrogen Weekly Update 22 The Region That Wants Hydrogen the Most Can Least Afford It Weekly Theme: Hydrogen By Country News Update Projects Update Ammonia/Methanol Update Power Update Next Week: Competing With US Blue Key Points We revisit hydrogen economics... 
by C-MACC Research | Nov 27, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – US Prices Need Ex-US Cost Support Key Points: We remain more confident in the slope of the global chemical cost curve and supply improvement staying in favor of current low-cost producers in 1H24 than in a global demand... 
by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to... 
by C-MACC Research | Nov 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Battling The Bulge – Chemical Markets Battle Oversupply As Higher Project Costs & Demand Risks Attack Energy Transition Key Points: Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and...