by C-MACC Research | Aug 20, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 182 Planning Blindfolded: Are Tomorrow’s Uncertainties Overwhelming? Within old energy, new energy, chemicals, and derivatives, it is less clear today where companies/investors will make the most money than at any prior time.... 
by C-MACC Research | Aug 6, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 180 China: The Biggest Unknown, The Biggest Hope and Largest Threat Those signaling a bottom in many chemical markets as they report 2Q earnings are making an implicit bet on China, regardless of whether they have real... 
by C-MACC Research | Jul 30, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 179 Safe European Home: A Clash Without More Support For Chemicals We will work through several themes from this quarter’s earnings reports over the coming weeks, China is the standout, but Europe is much more worrying. Demand... 
by C-MACC Research | Jul 23, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 178 It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market We see no value in basic chemical companies trying to spin a positive story with 2Q earnings – things are bad for basic chemicals, and everyone needs to... 
by C-MACC Research | Jul 16, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 177 Desperate Times…. Some M&A Is Offensive and Some Defensive Last week ended with the ExxonMobil Denbury deal and with OMV willing to explore a polymers JV with ADNOC. Things are moving – does anyone care? The...
