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The C-MACC Way

Our subscription model is integrated with consulting time, making it the most well-rounded comprehensive market analysis consulting service in the covered sectors.

Reports Include:

The Weekly Catalyst A global chemical markets update analyzing price and cost movements across:

  • Feedstocks
  • Olefins & Polyolefins
  • Commodity Chemicals
  • Specialty Chemicals
  • Agricultural Chemicals

Daily Chemical ReactionsDaily coverage of news and corporate analysis for all chemicals in reference to:

  • Supply Chain
  • Upstream/Energy
  • Sustainability & Energy Transition Subjects
  • Downstream

Sunday Thematic & Weekly RecapWe focus on a main theme for the week and highlight notable findings.
+ Sustainability Service

+ Hydrogen Service

Expertise

Chemical Market & Related Industries

C-MACC has extensive expertise in the chemical and related industries. With a background in both finance and chemistry, we offer services that provide market analysis, news discovery, expert perspectives, and valuable data. Our services are used by corporations and investment firms to gain insights and make informed decisions.

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8 Reports per Week!

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+ Sustainability & Energy Transition Service

+ Hydrogen Economy Service

Companies Covered Weekly

+120

Commodities Covered Weekly

+30

Subjects Covered Weekly

+15

Industry Sub-Sector Coverage

╸ Petrochemicals & Polymers
╸ Chlor-Alkali
╸ Polyurethanes
╸ Intermediates & Derivatives
╸ Paints, Adhesives & Coatings
╸ Agricultural Chemicals
╸ Industrial Gases
╸ NGLs & Other Feedstocks​​​​​​​

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╸ Product Pricing & Profitability
╸ Industry News Flow Commentary
╸ Fundamental Forecasts
╸ Corporate Strategy Reviews
╸ Investor Relations Consulting
╸ Thematic Research & Services
╸ Regulation & Litigation Analysis
╸ Product Channel Checks

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From the Chemical Research Service

Global Spot Polymer & Chemical Prices Mixed WoW; Feedstock Cost Movements Benefit US Chemical Margins

The Weekly Catalyst Global Spot Polymer & Chemical Prices Mixed WoW; Feedstock Cost Movements Benefit US Chemical Margins Chemical Market Trends: We highlight a few global spot polymer market trends before the May publication of this week's C-MACC/PXi polymer...

North American Spot PE Margins Fall Below 1Q24 Average Levels; Domestic Natural Gas Feedstock Costs Surge WoW

The Weekly Catalyst North American Spot PE Margins Fall Below 1Q24 Average Levels; Domestic Natural Gas Feedstock Costs Surge WoW Polymer Market Trends: US spot polyethylene (PE) spot integrated margins have trended lower than their 1Q24 average due to rising costs...

North American Spot Petrochemical Margins Further Erode From 1H24 Highs, US Spot PE Prices Face Pressure

The Weekly Catalyst North American Spot Petrochemical Margins Further Erode From 1H24 Highs, US Spot PE Prices Face Pressure Polymer Market Trends: US polyethylene (PE) prices have increased in 2024 relative to their 2023 average and production costs. However, export...

US Integrated Polymer Margins Remain Mostly Higher Than Their 1Q24 Average; This Could Change By 3Q24!

The Weekly Catalyst US Integrated Polymer Margins Remain Mostly Higher Than Their 1Q24 Average; This Could Change By 3Q24! Polymer Market Trends: C-MACC CEO Cooley May and PXi Founder Robin Chesshier are attending the NPE conference this week, where we will discuss...

North American Petrochemical Production Cost Advantage Improves Relative to Europe & Asia; Will It Get Any Better?

The Weekly Catalyst North American Petrochemical Production Cost Advantage Improves Relative to Europe & Asia; Will It Get Any Better? Polymer Market Trends: We highlight our upcoming attendance at NPE, the April edition of our Polymer Price Expectations report,...

North American Methanol Margins Could Shrink by Year End, But Unlikely To Turn Negative – Others Face This Risk

Daily Chemical Reaction North American Methanol Margins Could Shrink by Year End, But Unlikely To Turn Negative – Others Face This Risk Key Findings General Thoughts: North American methanol producers benefit from a significant cost advantage relative to most Asian...

Crop Price & Ex-US Fertilizer Input Cost Strength Favors US Ammonia Producer Returns & Its Clean Transition

Daily Chemical Reaction Crop Price & Ex-US Fertilizer Input Cost Strength Favors US Ammonia Producer Returns & Its Clean Transition Key Findings General Thoughts: Crop price strength and rising Ex-US natural gas prices relative to the US since mid-May paints...

Loving You To Pieces – DuPont Splits To Drive Value, More Global Chemical Sector Break-ups Likely

Daily Chemical Reaction Loving You To Pieces – DuPont Splits To Drive Value, More Global Chemical Sector Break-ups Likely Key Findings General Thoughts: We discuss the DowDuPont break-up in 2019, and the now proposed DuPont separation into three companies - attractive...

Back To The Futures – Implied Chemical Cost Curve Flattens To 2017/18 Levels, Europe Would Continue To Face Biff

Daily Chemical Reaction Back To The Futures – Implied Chemical Cost Curve Flattens To 2017/18 Levels, Europe Would Continue To Face Biff Key Findings General Thoughts: We discuss chemical feedstock futures markets and implied chemical cost curve developments through...

Low-Cost Existing Chemical Production Positions Help De-Risk Sustainable Growth Efforts; Dow Is In A Good Spot!

Daily Chemical Reaction Low-Cost Existing Chemical Production Positions Help De-Risk Sustainable Growth Efforts; Dow Is In A Good Spot! Key Findings General Thoughts: Low-cost, integrated polymer producer optimism is high toward decarbonizing and growing circular...

The Hydrogen Economy Will Change the World, But Slowly and Not As Currently Expected

C-MACC Sunday Thematic and Hydrogen Weekly The Hydrogen Economy Will Change the World, But Slowly and Not As Currently Expected At the right price the demand for clean hydrogen could be well above estimates, but the major challenge is meeting that “right price” goal....

A Cascade Of Trouble In Europe; Few Industries Will Be Unscathed, Including Autos

C-MACC Sunday Thematic and Weekly Recap A Cascade Of Trouble In Europe; Few Industries Will Be Unscathed, Including Autos While we primarily focus on the struggles of the chemical industry in Europe, its economic challenges extend downstream because operating costs...

There Are Multiple Ways To Value Air Products – Not All Of Them Good!

C-MACC Sunday Thematic and Weekly Recap There Are Multiple Ways To Value Air Products – Not All Of Them Good! The strategy at Air Products may work, but for now it is deviating from the pathway of a traditional industrial gas model, as it did in the early part of the...

Crude Oil to Chemicals and Upstream Integration – A Game of Musical Chairs

C-MAC Sunday Thematic and Weekly Recap Crude Oil to Chemicals and Upstream Integration – A Game of Musical Chairs Companies pushing oil and gas portfolios downstream for guaranteed oil & gas demand are not likely to change global chemical demand growth, and all it...

A Food Inflation Upside Surprise In 2025 – We Would Not Bet Against It

C-MACC Sunday Thematic and Weekly Recap A Food Inflation Upside Surprise In 2025 – We Would Not Bet Against It We struggle to find a compelling case for anything to buy in chemicals this quarter, except the agriculture space – weather surprises will affect crop...

From The Sustainability & Energy Transition Service

Disappointment And Desperation – Are Conference Tones Changing?

C-MACC Weekly Sustainability and Energy Transition Report Disappointment And Desperation – Are Conference Tones Changing? 1st Topic of the Week: At the World Hydrogen Leaders conference in Houston, we saw lots of presenters trying to be enthusiastic, but the...

Can China Decarbonize Its Coal Industry and Create Low-Carbon Fuels At The Same Time?

C-MACC Weekly Sustainability and Energy Transition Report Can China Decarbonize Its Coal Industry and Create Low-Carbon Fuels At The Same Time? 1st Topic of the Week: As the West imposes more tariffs against China in clean tech and EVs, China is driving down a path of...

Will A Lack of Imagination Maintain Constraints on Affordable Transition?

C-MACC Weekly Sustainability and Energy Transition Report Will A Lack of Imagination Maintain Constraints on Affordable Transition? Topic of the Week: By undervaluing alternatives to wind and solar power, batteries, and electrolyzers, the costs imposed on energy...

The Walk Back Trend – The Implications Are More Fossil Fuels for Longer

C-MACC Weekly Sustainability and Energy Transition Report The Walk Back Trend – The Implications Are More Fossil Fuels for Longer 1st Topic of the Week: As the trend of backing away from sustainability targets continues, stakeholders need to think through the...

How Can You Solve a Problem If It Is Poorly Defined – Plastic Waste

C-MACC Weekly Sustainability and Energy Transition Report How Can You Solve a Problem If It Is Poorly Defined – Plastic Waste 1st Topic of the Week: Plastic waste removal requires better design and better collection mechanisms, but recycling is only one of a couple of...

From tHE Hydrogen Economy Service

The Biden $1 per KG Hydrogen Target, Causing More Problems Than It Solves

The Hydrogen Economy #47 The Biden $1 per KG Hydrogen Target, Causing More Problems Than It Solves News Update Projects Update Ammonia/Methanol Update Power Update Key Points The enthusiasm behind cheaper green hydrogen relatively quickly shows the Biden...

Mandated Expense – Can Europe Afford Its Current Pathway?

The Hydrogen Economy #46 Mandated Expense – Can Europe Afford Its Current Pathway? News Update Projects Update Ammonia/Methanol Update Power Update Key Points Most of the European hydrogen projects that we cover need high premium pricing, which they are getting...

We Can Rescue Green Hydrogen By Throwing A Lot Of Money At It – But Why?

The Hydrogen Economy #45 We Can Rescue Green Hydrogen By Throwing A Lot Of Money At It – But Why? News Update Projects Update Ammonia/Methanol Update Power Update Key Points The economics of intermittent hydrogen are poor, and you need both very low capital costs and...

If Only We Had Cheap Power – The CCUS Properties of Hydrogen.

The Hydrogen Economy #44 If Only We Had Cheap Power – The CCUS Properties of Hydrogen. News Update Projects Update Ammonia/Methanol Update Power Update Key Points Like transport, there are pockets of hydrogen opportunities associated with CO2 use that might make...

Hydrogen For Transport – Some Early Opportunities But Unlikely to Drive Much Needed Scale

The Hydrogen Economy #43 Hydrogen For Transport – Some Early Opportunities But Unlikely to Drive Much Needed Scale News Update Projects Update Ammonia/Methanol Update Power Update Key Points The trucks and trains may end up being the most meaningful early adopters of...

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