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Corporate Updates Lack Devotion; Commodity Markets Reflect Commotion – We Second Those Emotions

by C-MACC Research | Jun 28, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions

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You Can Live In A Car, But Most People Prefer Houses – Building Products Likely To Outperform Autos

by C-MACC Research | Jun 21, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions

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A Rush To Produce Is Likely A Rush To Lower Margins

by C-MACC Research | Jun 14, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions

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Is There A Disconnect? We Don’t Think So

by C-MACC Research | Jun 7, 2020 | C-MACC Sunday Recap

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Recent Publications

  • Ready to Play – Methanol Has Stayed in Time Out Longer Than Most, But New Batteries Have Been Put in Its Chinese Toys & Friends Are Gathering July 1, 2020
  • All Along The Watchtower – Price Strength Apparent, Volume Anything But Transparent June 30, 2020
  • Better Again, But Durability in Question – Global Chemical Update June 29, 2020
  • Corporate Updates Lack Devotion; Commodity Markets Reflect Commotion – We Second Those Emotions June 28, 2020
  • Something for Everyone – Pockets Of Strength, Weakness & Elements of Freakiness  June 26, 2020
  • Stagnation – The Worst Scenario? June 26, 2020
  • Upstream Market & Forward Curve Views; Corporate Updates June 25, 2020
  • Ocean view – New Braskem, TX Polypropylene Facility Will Swing US to Net Exports June 24, 2020
  • Cost Curve Views, Growth Capex Blues & The Coiled Consolidation Spring June 23, 2020
  • Aramco, Sasol and? – Structural Change In Basic Chemicals June 22, 2020
  • Pushing The Dragon – Global Chemical Update June 22, 2020
  • You Can Live In A Car, But Most People Prefer Houses – Building Products Likely To Outperform Autos June 21, 2020

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