by C-MACC Research | Nov 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk Key Points Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia... 
by C-MACC Research | Oct 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction In Spite Of Ourselves – Energy and Chemical Market Long-Term Risks To Lessen With Consolidated Solutions Key Points: Value-chain integration benefits will rise among global energy and chemical producers this decade, with integrated producers... 
by C-MACC Research | Aug 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Smokestack Frightening? Industrial Production Remains Cutback Globally; Ugly Trends Develop Before Halloween Key Points: US industrial production remained lower YoY in July due to oversupply overshadowing its energy-advantaged cost position... 
by Research | Jun 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Ammonia Weakness To Change Direction: A Comedy of Likely Clean Supply Defeats, Tight Markets Ahead Key Points: Global ammonia markets remain weak, but better times are on the horizon, as supply appears unlikely to keep pace with broadening... 
by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost...