by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by C-MACC Research | Sep 7, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Electric Avenue – Rising Demand To Support Clean Energy Mineral Index, Greater Risk In Other Chains Key Points: Our clean energy mineral price index declined for the fifth consecutive month in August, but the rate of decline has moderated. We... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
by Research | Aug 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Night-Night – High Inventory, Demand Concerns, & Logistic Issues Put More Sector Production To Bed Key Points: Global demand concerns, lingering logistic issues, and elevated inventory levels are spurring US chemical production cuts... 
by C-MACC Research | Aug 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Soul To Squeeze – Global Feedstock Costs Rise WoW, Few Immune But Some Much Better Positioned Key Points: Global energy prices march higher WoW in absolute terms, while there is less upward momentum in global petrochemical prices,...