by C-MACC Research | Mar 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 161 Yikes! Could It Really Be Different This Time? The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not happened since 1982! Weak demand... 
by C-MACC Research | Mar 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions Key Points: Global petrochemical producers outline their market and growth ambitions at WPC. Though all have views, strategies... 
by C-MACC Research | Feb 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 155 “Who’s Fine Is It Anyway”? Everyone Gets Sued; Nothing Gets Done We see significant fiduciary risk for institutional investors participating in legal action to push energy companies to speed the energy transition For oil... 
by C-MACC Research | Feb 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction I Walk The Line – Steeper Global Petrochemical Cost Curve Favors Price Support, A Plus For US Profits Key Points: Global chemical production cuts and a steeper production cost curve spurred early 2023 price hikes, favoring higher US export... 
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....