by C-MACC Research | Dec 10, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 198 Pent-Up M&A: Expect a Surge When the Playing Field Is Understood Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant... 
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 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Tougher Than The Rest – Disruptions Support US Propylene, Oil Price Weakness Favors Lower Global Chemical Prices Key Points: Global crude oil price weakness will expedite chemical price declines and likely curb early 2024 forecasts, putting... 
by Research | Nov 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Prices Inflation Is Slowing, But Will It Result In Demand Growing? Meanwhile, It’s Negative For Manufacturers Key Points: Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive... 
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...