by C-MACC Research | Apr 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Greased Lightening: As Tesla Flexes its Scale Muscles, Competitors Should Worry, But So Should Suppliers Key Points: Tesla cuts prices to spur demand, signaling a willingness to cut margins for market share. We foresee a rising EV industry... 
by C-MACC Research | Mar 9, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Staring At The Sun – Firm (High-Capacity Factor) Power Sources Need More Attention To Reach Net Zero! Key Points: Most views call for intermittent CO2-free energy sources, such as solar and wind, to lead the charge to net zero. Firm CO2-free... 
by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by Research | Nov 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Meat Loaf – Costs Less and Lasts Longer In Plastic Packaging, For Crying Out Loud! Key Points: We show some commonsense data highlighting the benefits of plastic packaging relative to alternative products, while COP27 agitators miss the true... 
by C-MACC Research | Sep 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face Narcolepsy Key Points: The Enterprise Products PDH 2 unit on the USGC and a Borealis PDH unit in Belgium were at one point both expected to start up in...