by C-MACC Research | Dec 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction North America Ethylene Chain Cost Advantage Significant To Asia & Europe, But Not Without Risk Of Turbulence In 2024 Key Points The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and... 
by C-MACC Research | Dec 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Global Economy Weighs On Energy Transition Material Growth – Bad For Investment, Sets Stage For Future Inflation Key Points The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence... 
by C-MACC Research | Nov 30, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Abracadabra! – Is US Contract PE Price Support Based On Reality Or Wizardry, Hopes & Prayers? Key Points Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference... 
by C-MACC Research | Nov 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction European Chemical Producers In The Freezer – Temperature Falling As North America & China Exports Control Thermostat Key Points: Global chemical markets will likely remain oversupplied in 2024. However, the trade balances between regions... 
by C-MACC Research | Nov 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China Key Points: Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to...