by C-MACC Research | Jun 25, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 174 Take The Money And Run: This Should Be A No-Brainer For Covestro History shows that not accepting a cash offer in the early stages of an industry downcycle is generally something you regret. Covestro should take the... 
by C-MACC Research | Jun 23, 2023 | Daily Chemical Reactions
Daily Chemical Reaction A Tale Of Two Trains: US Chemical Traffic Weak Due To Low Demand, Grain Weak Due To Lack Of Supply Key Points: US crop indicators point to higher prices and farmer incomes, while US commodity chemical indicators illustrate an oversupplied... 
by C-MACC Research | Apr 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Love The Way You Lie – Do 1Q23 Chemical Sector Business Trends Give A Good View of 2Q? We Doubt It! Key Points: North American petrochemical margins have improved YTD, but volume trends suggest most producers are still at sub-optimal rates... 
by C-MACC Research | Mar 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Talk To Me – C-MACC Co-Founders Follow CERA With Additional Engagements, Global Project Work Key Points: C-MACC Co-Founders, Graham Copley, and Cooley May, will be at different events next week – Graham will be in Europe with clients, and... 
by Research | Jun 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fast & The Furious – PPI Outpaces CPI Strength YTD; Profit Concerns Far From Hitting The Brakes Key Points: Producer prices have grown more than consumer prices YTD, suggesting end-product price hikes or margin contraction lie ahead of...