by C-MACC Research | Sep 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Soul To Squeeze – More Global Production & Tighter Spreads Ahead, Europe Reflects The Most Regional Risk Key Points: Global base chemical values have increased with crude-oil-based feedstocks in 3Q23. However, polymer values have risen more... 
by C-MACC Research | Sep 19, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Kermit’s Swamp Years – More Chemical Cookies Than Monsters, Low Prices, & Singing “It’s Not Easy Being Green” Key Points: Methanol, similar to ammonia, appears set to benefit from rising demand beyond traditional channels, but low prices... 
by C-MACC Research | Sep 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Competing Sustainability Themes – Producers: “Build It, They Will Come!” Buyers: “Build It, I May Buy From You!” Key Points: The sustainability push across the chemical industry is underway, and all agree that higher prices are needed to... 
by C-MACC Research | Sep 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Upstream Vibes – Global Chemical Industry Challenges In Many Cases Typical, Solutions Can Starkly Differ By Region Key Points: The global chemical industry reflects an oversupplied setting, and a steepening cost curve has spurred low-cost... 
by C-MACC Research | Sep 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Wild, Wild West – US PE Market Opaqueness High, Resin Maker Alignment With Customers Curbs Long-Term Risk Key Points: Two significant observations from Pack Expo are that price visibility in the US polyethylene (PE) market is low, and the... 
by C-MACC Research | Sep 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Got Me Under Pressure – Oil Price Strength Negative For European Chemicals, Less So For Global Supply Key Points: The global chemical industry reflects too much capacity in most products – the steepening of the chemical cost curve is...