by C-MACC Research | Feb 2, 2023 | Daily Chemical Reactions
Daily Chemical Reaction We Failed To Come Up With A Corny Headline Today, But Farmers Can Afford To Pay Up To Produce More Key Points: Global agriculture markets will likely see another tight year in 2023, a positive for input sellers. Energy prices are not as high,... 
by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to... 
by C-MACC Research | Jan 12, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Oil and Gas Have The Cash – How Much Goes To Energy Transition? Redirecting oil and gas profits to energy transition-led investments makes sense in concept – creating a high return on investment backdrop would open... 
by C-MACC Research | Jan 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Backward Thinking: Will You Need The Feedstock To Compete? Key Points: Commodity chemical producers lacking feedstock integration face difficult choices as the energy sector expands downstream, pressuring non-integrated chemical returns. The...