by C-MACC Research | Nov 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Tighter Ammonia Markets – A Plus For Producers & Its Clean Transition, Negative For Non-Integrated Derivative Profits Key Points C-MACC Co-Founder Cooley May is attending the Ammonia Energy Association conference this week, with his... 
by C-MACC Research | Nov 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Consumer Sentiment & Unexpected, Negative Clean Energy Sector Shocks – Not Positive For The Energy Transition Key Points: US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy... 
by C-MACC Research | Nov 9, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Western Inflation Has Slowed, But Is Far From Negative –Price Deflation In China Is A Threat To Western Industry Key Points: China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third... 
by C-MACC Research | Nov 8, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Stuck In The Middle With You – European Specialties Hit By High Costs, Low Demand; US Propylene Strength To Fall Key Points: The US spot polymer-grade propylene (PGP) prices have surged higher amid rising crude oil values in 3Q23 and outages –... 
by C-MACC Research | Nov 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23 Key Points We remain more confident in supply improvement and the slope of the global chemical cost curve staying in favor of... 
by C-MACC Research | Nov 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction November Air – 4Q23 Market Conditions To Remain Weak & Turbulent, Restocking & Shutdowns Should Benefit 1Q24 Key Points: Since mid-year, the acetyl chain has experienced substantial volatility, with low-cost producers benefiting...