by C-MACC Research | Sep 3, 2023 | Daily Chemical Reactions, Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 184 Metal Guru: Help Expensive Nations Compete With Cheap China As the West tries to develop strategies to drive higher self-sufficiency in critical metals and other components for national security, China’s cheapness... 
by C-MACC Research | Aug 27, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 183 The Pendulum Effect: Applies Everywhere & Swings are Happening! Last week, we discussed the corporate planning challenges within the chemical industry; this week, we evaluate some of the more worrying global trends.... 
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...
