by C-MACC Research | Mar 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hitching Up – North American Methanol Producer Benefits To Grow Beyond Regional Cost Advantages Key Points: We hold a long-term constructive view of North American methanol. Like ammonia, regional cost advantages will enable exports as global... 
by Research | Mar 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Facing The Sea – North American PE Exports To Likely Set Record In 2023, Cost Curve To Determine Profitability Key Points: North American polyethylene (PE) exports will likely hit a record level in 2023, enabled by its sizable cost advantage... 
by C-MACC Research | Mar 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: C-MACC Co-founder, Graham Copley, will be in Europe for client meetings next week, and its other co-founder, Cooley May, will finish... 
by C-MACC Research | Mar 23, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Fatal Attraction – 1Q23 US Petrochemical Margin Boost Will Lure Production, Profit Squeeze Ahead For Most Key Points: US petrochemical markets have lost much of the positive momentum seen in early 2023, and it could reverse abruptly in 2Q23 as... 
by C-MACC Research | Mar 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions Key Points: Global petrochemical producers outline their market and growth ambitions at WPC. Though all have views, strategies... 
by C-MACC Research | Mar 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Changes – Chemical Companies Respond To Investor & Climate Activist Pressure, Return Profiles In Flux Key Points: Global chemical feedstock price shifts and a push toward net zero have shifted many business plans drastically during the past...