by C-MACC Research | Jan 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Mystic Of The East – Western Markets To Likely Face More Price Headwinds Than Asia Again In 2023 Key Points: Western market consumers faced much greater price inflation than those in Asia in 2022, and most expect it to occur again in 2023. A... 
by C-MACC Research | Jan 8, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are... 
by C-MACC Research | Jan 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk Key Points: Weakness in Western natural gas prices favors chemical production, lifting oversupply risk in many products, especially in areas... 
by C-MACC Research | Jan 4, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Highway On The Water – Elevated Ammonia Export Markets To Limit Domestic Fertilizer, Hurt Farmers Key Points: US ammonia prices and production margins remain elevated, a positive for producers but a negative for farmers as domestic fertilizer... 
by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...