by C-MACC Research | Dec 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China Exports Deflation! Western Chemical Cost Declines May Not Outpace Product Price Declines for Many Key Points Global commodity chemical prices are under pressure from the drop in crude oil values and tepid demand – it could result in... 
by C-MACC Research | Dec 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction North America Ethylene Chain Cost Advantage Significant To Asia & Europe, But Not Without Risk Of Turbulence In 2024 Key Points The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and... 
by C-MACC Research | Dec 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Global Economy Weighs On Energy Transition Material Growth – Bad For Investment, Sets Stage For Future Inflation Key Points The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence... 
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...