by C-MACC Research | Feb 2, 2023 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) Oil Companies – Buybacks/Chemicals Worth More Than CCS? As the oil companies print cash and post record annual earnings, not enough is being spent on energy transition: shareholders like this – activists hate it.... 
by C-MACC Research | Feb 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction February Snow – Rising Supply, Chilly Demand To Put Some Early 2023 Chemical Margin Upticks On Ice Key Points: Production cuts in 2H22 helped trim inventories and lift chemical prices in early 2023 – we discuss recent propylene and... 
by C-MACC Research | Jan 31, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead Key Points: Multiple US petrochemical producers highlight that margins have bottomed with their 4Q business reports, but a sector supply response could... 
by C-MACC Research | Jan 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 153 Surprise Surprise! This Earnings Season Features Catching Knives In chemicals and energy, we were dealing with the effect of large numbers and rapidly moving prices and margins in 4Q 2022 – most estimates have been missed.... 
by C-MACC Research | Jan 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some Key Points: US consumer spending fell for the second consecutive month in December, led by a drop in durable goods demand – most chemical...