by C-MACC Research | Jan 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins Key Points: The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a... 
by C-MACC Research | Jan 25, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus Key Points: Most chemical sector investors agree that 2023 will be a tough year and 2024 will be better, but long-term risk-adjusted return... 
by C-MACC Research | Jan 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants Key Points: Clean energy mineral forecasts are broadly bullish. We see near-to-medium-term conditions staying tighter than most chemical... 
by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to...