C-MACC
  • Home
  • About
    • About Us
    • Job Openings
  • Research
    • All Categories
    • The Weekly Catalyst
    • Daily Chemical Reactions
    • Sunday Thematic & Weekly Recap
    • ESG, Recycling, & Climate
    • Weekly Thematic
  • ESG & Climate
    • ESG Services
    • Carbon Abatement
  • Advisory Services
  • Resources
    • Blogs and Downloads
    • Views That Matter Blog
    • Conferences
  • Login
Select Page
Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

by C-MACC Research | Jan 25, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus Key Points: Most chemical sector investors agree that 2023 will be a tough year and 2024 will be better, but long-term risk-adjusted return...
Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants

Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants

by C-MACC Research | Jan 24, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants Key Points: Clean energy mineral forecasts are broadly bullish. We see near-to-medium-term conditions staying tighter than most chemical...
Global Chemical Update – That Spells Relief! (For Some!)

Global Chemical Update – That Spells Relief! (For Some!)

by C-MACC Research | Jan 23, 2023 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – That Spells Relief! (For Some!) Key Points: US polyethylene (PE) and polyvinyl chloride (PVC) integrated margins have benefited from price support and cost relief in 1Q23 relative to 2H22. Polypropylene (PP) margins remain...
The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions

Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to...
Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

by C-MACC Research | Jan 19, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views Key Points: Initial chemical sector 4Q reports and outlooks support consensus views of commodity weakness and non-integrated derivative producer...
« Older Entries
Next Entries »

Request A Free Trial

Search through any of our publications

Reports By Category

  • Daily Chemical Reactions (679)
  • ESG, Recycling, & Climate (113)
  • Free Access (11)
  • Remote Conference (8)
  • Sunday Thematic & Weekly Recap (138)
  • The Weekly Catalyst (156)
  • Views That Matter Blog (1)
  • Weekly Thematic (171)

Most Recent Publications

  • February Snow – Rising Supply, Chilly Demand To Put Some Early 2023 Chemical Margin Upticks On Ice February 1, 2023
  • Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead January 31, 2023
  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
  • Surprise Surprise! This Earnings Season Features Catching Knives January 29, 2023
  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023

Contact us about a subscription!

Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments

+1 203 247 1291
@CMACCChemicals
C-MACC