by C-MACC Research | Nov 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China Key Points: Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to... 
by C-MACC Research | Nov 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Battling The Bulge – Chemical Markets Battle Oversupply As Higher Project Costs & Demand Risks Attack Energy Transition Key Points: Global polymer, critical mineral, and crop prices have fallen from 2022 highs while financing costs and... 
by C-MACC Research | Nov 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Less Gobble, More Wobble – Polymer Prices Weaken As Feedstocks Fall, Supply Rises, Buyer Urgency Bobbles Lower Key Points Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above... 
by C-MACC Research | Nov 17, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Xi Gon’ Give It To Ya – China Has Low Prices And Is Formidable In Clean Energy, Not Good For The West Key Points North American chemical producers have a sizable cost advantage relative to Europe and Asia – the benefits of... 
by C-MACC Research | Nov 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk Key Points Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia... 
by Research | Nov 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Prices Inflation Is Slowing, But Will It Result In Demand Growing? Meanwhile, It’s Negative For Manufacturers Key Points: Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive...