by C-MACC Research | Sep 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Energy Transition Demand Losing To Global Economic Malaise – Good For Buyers Bad For Investment, For Now Key Points: The decline in critical mineral prices suggests that the macroeconomic backdrop has influenced demand more than energy... 
by C-MACC Research | Sep 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures Key Points: Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much... 
by C-MACC Research | Sep 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Push and The Squeeze – 3Q23 Global Chemical Price Surge To Hurt Downstream Margins In Seasonally Weak 4Q Key Points: Non-integrated commodity chemical and specialty producers faced more input cost pressure in 3Q than planned mid-year due to... 
by C-MACC Research | Sep 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support Key Points: Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further... 
by C-MACC Research | Sep 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Turning Points – Agricultural Chemicals To Face Fewer 4Q & 1H24 Challenges Than Commodity & Specialty Chemicals Key Points: Fertilizer and agricultural chemical equities have bounced from recent lows relative to the overall S&P... 
by C-MACC Research | Sep 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Come Together Or Adjust Product Suite – Sitting Still Is Not An Option For Most In Energy & Chemicals Key Points: Energy and chemical sector strategic ties will strengthen as value-chain integration benefits rise this decade, with...