by C-MACC Research | Jul 16, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 177 Desperate Times…. Some M&A Is Offensive and Some Defensive Last week ended with the ExxonMobil Denbury deal and with OMV willing to explore a polymers JV with ADNOC. Things are moving – does anyone care? The... 
by C-MACC Research | Mar 17, 2023 | Daily Chemical Reactions
Daily Chemical Reaction They’re Always After Me Lucky Charms! – US Propylene Price Surge Faces Supply Response, Derivative Sogginess Key Points: US spot polymer-grade propylene prices have surged YTD relative to overseas markets, and we flag positive US production... 
by C-MACC Research | Mar 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction CERA-Nara – Energy & Chemical Value Chain Benefits On Display, Strategic Integration Inevitable Over Time Key Points: We depart from our CERAWeek meetings with greater confidence that energy and chemical sector strategic ties will... 
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 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Farm To Fame – Global Ammonia Market Tight, Blue & Green Growth Prospects Continue To Sprout Key Points: US ammonia prices and margins remain at the high end of the 30yr range, and we discuss why this market could stay tighter for longer...