by C-MACC Research | Dec 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Got A Hold On Me – Energy Transition Metals To Stay Tight, Most Others Face A Holiday Loneliness Fight Key Points: We anticipate clean energy materials and fertilizer prices to reflect more support than most commodity chemical market values... 
by C-MACC Research | Nov 29, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Soul to Squeeze Key Points: NW European Natural Gas prices have surged higher following their mid-2H22 flop, a risk we noted in our early 4Q22 research for European chemical production but a net plus for US exporters.... 
by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by C-MACC Research | Nov 25, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Capital Costs are Driving Investments Rather Than Operating Costs The number of inefficient projects relying on free power or large incentives to drive acceptable projected returns is rising. Operating costs will... 
by C-MACC Research | Sep 7, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Power Struggle: We Need To Go Back To Basics To Solve This The race for cleaner power and cleaner energy and materials, in general, appears to be accelerating globally, and US ESG objections are not focused on this...