by C-MACC Research | Jul 30, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 179 Safe European Home: A Clash Without More Support For Chemicals We will work through several themes from this quarter’s earnings reports over the coming weeks, China is the standout, but Europe is much more worrying. Demand... 
by C-MACC Research | Jul 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Slice It – China Holds The Key To 2H23 (& 2024). Upstream Integration Importance Grows! Key Points: Chemical sector 2Q23 updates highlighted continued weakness in 2H23, with many cutting profit outlooks – though some anticipate... 
by C-MACC Research | May 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Take On Me – Cheap Russian Crude Cuts Chemical Production Costs In China, Keeps Inflation In Check Key Points: China chemical producers and refineries will likely benefit from discounted Russian crude in 2023 – a plus for its global... 
by C-MACC Research | May 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Bejeweled – Critical Mineral Market Optimism Remains High Despite Price Pullback, Will Supply Be There? Key Points: The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in April to reflect a 34% lower YTD level, with falling... 
by C-MACC Research | Feb 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Kick Start My Heart – Indicators Support US Production Revival – Can the Market Handle it? Key Points: US industrial production limped higher into 2023, but the curbs have tightened commodity markets while the US input/energy cost advantage...