by C-MACC Research | Mar 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hitching Up – North American Methanol Producer Benefits To Grow Beyond Regional Cost Advantages Key Points: We hold a long-term constructive view of North American methanol. Like ammonia, regional cost advantages will enable exports as global... 
by C-MACC Research | Mar 27, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Study Time! Key Points: Energy companies looking to push their value chains downstream into petrochemicals through M&A should take advantage of weak conditions in 2023 before a likely upturn in many polymer profit... 
by C-MACC Research | Mar 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 161 Yikes! Could It Really Be Different This Time? The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not happened since 1982! Weak demand... 
by C-MACC Research | Mar 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: C-MACC Co-founder, Graham Copley, will be in Europe for client meetings next week, and its other co-founder, Cooley May, will finish... 
by C-MACC Research | Mar 23, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Fatal Attraction – 1Q23 US Petrochemical Margin Boost Will Lure Production, Profit Squeeze Ahead For Most Key Points: US petrochemical markets have lost much of the positive momentum seen in early 2023, and it could reverse abruptly in 2Q23 as...